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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,522 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,909 | $50,199+57.2% | $70,098+12.6% | $66,930+17.9% |
| Participation rate | 96.3% | 66.3%+30.0pp | 70.5%+25.9pp | 69.8%+26.5pp |
| Annual return | -14.26% | -13.85%-0.4pp | 190.76%-205.0pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,593 | $1,864+39.1% | $2,560+1.3% | $2,545+1.9% |
| Participant deferral / active EE | $6,861 | $3,112+120.5% | $3,849+78.2% | $4,238+61.9% |
| Admin fee / account holder | $129 | $600-78.5% | $6,266-97.9% | $593-78.3% |