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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $35,533 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,121 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $9,060 |
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 | $71,183 | $47,977+48.4% | $154,108-53.8% | $56,289+26.5% |
| Participation rate | 88.1% | 66.2%+21.9pp | 83.0%+5.0pp | 69.9%+18.2pp |
| Annual return | -6.87% | 3.54%-10.4pp | 735.21%-742.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $5,462 | $2,169+151.9% | $5,298+3.1% | $2,111+158.7% |
| Participant deferral / active EE | $3,690 | $2,392+54.3% | $5,081-27.4% | $3,350+10.2% |
| Admin fee / account holder | $208 | $438-52.6% | $13,411-98.4% | $521-60.1% |