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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,566 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,431 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $10,282 |
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 | $77,990 | $52,961+47.3% | $172,752-54.9% | $65,185+19.6% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.4pp | 70.2%+12.0pp |
| Annual return | 17.48% | 30.12%-12.6pp | 802.97%-785.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $5,177 | $2,190+136.4% | $5,144+0.6% | $2,177+137.8% |
| Participant deferral / active EE | $3,474 | $2,471+40.6% | $5,198-33.2% | $3,514-1.1% |
| Admin fee / account holder | $193 | $472-59.0% | $13,955-98.6% | $847-77.2% |