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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 95101 | Advisory (Plan) | $77,715 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $45,236 |
Service code 10 5179 CT 1026 · CELESTE, TX 75423 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage | $2 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,836 | $75,058+284.8% | $152,301+89.6% | $64,340+348.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 10.87% | 29.93%-19.1pp | 80.50%-69.6pp | 24.14%-13.3pp |
| Employer contribution / active EE | $15,025 | $2,605+476.8% | $4,624+224.9% | $1,862+707.1% |
| Participant deferral / active EE | $12,531 | $5,041+148.6% | $8,004+56.6% | $2,980+320.5% |
| Admin fee / account holder | $625 | $4,050-84.6% | $14,398-95.7% | $3,703-83.1% |