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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,254 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,610 |
Filed as: RAYMOND JAMES Service code 15 · EIN 56-1281193 | Recordkeeping | $17,314 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $12,126 |
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 | $81,201 | $58,895+37.9% | $178,503-54.5% | $73,497+10.5% |
| Participation rate | 86.8% | 66.2%+20.5pp | 81.9%+4.8pp | 70.7%+16.1pp |
| Annual return | 12.51% | 24.86%-12.4pp | 151.12%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $5,559 | $2,236+148.7% | $5,011+10.9% | $2,270+144.9% |
| Participant deferral / active EE | $4,178 | $2,567+62.8% | $5,202-19.7% | $3,740+11.7% |
| Admin fee / account holder | $191 | $400-52.2% | $13,987-98.6% | $513-62.7% |