Filed June 28, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,560 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 | Recordkeeping Fees | $5,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,055 | $101,499-8.3% | $147,005-36.7% | $74,546+24.8% |
| Participation rate | 69.5% | 75.5%-6.0pp | 82.2%-12.6pp | 67.2%+2.3pp |
| Annual return | 14.53% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,062 | $3,811-19.6% | $4,934-37.9% | $2,624+16.7% |
| Participant deferral / active EE | $6,405 | $7,304-12.3% | $8,070-20.6% | $4,347+47.3% |
| Admin fee / account holder | $289 | $1,748-83.5% | $13,006-97.8% | $1,944-85.1% |