Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,592 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,444 | $69,159-67.5% | $125,192-82.1% | $67,579-66.8% |
| Participation rate | 70.0% | 78.2%-8.2pp | 79.8%-9.8pp | 71.3%-1.3pp |
| Annual return | 20.40% | 27.12%-6.7pp | 43.79%-23.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $897 | $2,023-55.7% | $3,866-76.8% | $2,148-58.2% |
| Participant deferral / active EE | $1,273 | $3,700-65.6% | $4,937-74.2% | $3,539-64.0% |
| Admin fee / account holder | $141 | $142-0.5% | $9,704-98.5% | $142-0.9% |