Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,437 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,957 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,182 | $62,177+43.4% | $81,370+9.6% | $74,478+19.7% |
| Participation rate | 66.0% | 64.1%+2.0pp | 69.5%-3.5pp | 67.2%-1.2pp |
| Annual return | 16.02% | 16.62%-0.6pp | 24.85%-8.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,090 | $1,881+11.1% | $2,464-15.2% | $2,626-20.4% |
| Participant deferral / active EE | $5,818 | $3,219+80.7% | $3,885+49.7% | $4,350+33.7% |
| Admin fee / account holder | $164 | $1,927-91.5% | $5,749-97.1% | $1,946-91.6% |