Filed June 28, 2024
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| 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 | $101,653-8.5% | $147,080-36.7% | $74,459+25.0% |
| Participation rate | 69.5% | 75.6%-6.0pp | 82.2%-12.6pp | 67.2%+2.3pp |
| Annual return | 14.53% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $3,062 | $3,813-19.7% | $4,933-37.9% | $2,626+16.6% |
| Participant deferral / active EE | $6,405 | $7,304-12.3% | $8,066-20.6% | $4,350+47.3% |
| Admin fee / account holder | $289 | $1,752-83.5% | $12,989-97.8% | $1,945-85.2% |