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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARABARA, CA 93101 | Advisory (Plan) | $12,903 |
AMERICAN FUNDS3 years Filed as: UP CAPITAL MANAGEMENT, INC. Service code 27 5905 GRANITE LAKE DRIVE · GRANITE BAY, CA 95746 | Advisory (Plan) | $10,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $137,402 | $88,137+55.9% | $164,975-16.7% | $74,429+84.6% |
| Participation rate | 90.6% | 73.1%+17.4pp | 78.6%+11.9pp | 67.2%+23.4pp |
| Annual return | 31.66% | 17.13%+14.5pp | 70.12%-38.5pp | 1368.38%-1336.7pp |
| Employer contribution / active EE | $2,515 | $2,597-3.2% | $4,343-42.1% | $2,625-4.2% |
| Participant deferral / active EE | $5,703 | $4,501+26.7% | $6,033-5.5% | $4,348+31.2% |
| Admin fee / account holder | $104 | $2,231-95.3% | $12,688-99.2% | $1,944-94.6% |