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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 | $88,360+226.9% | $145,433+98.6% | $67,986+324.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 10.87% | 63.15%-52.3pp | 66.58%-55.7pp | 31.67%-20.8pp |
| Employer contribution / active EE | $15,025 | $3,054+392.0% | $4,554+229.9% | $2,019+644.3% |
| Participant deferral / active EE | $12,531 | $5,932+111.2% | $7,897+58.7% | $3,358+273.2% |
| Admin fee / account holder | $625 | $3,313-81.1% | $13,129-95.2% | $3,203-80.5% |