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| Provider | Service type | Compensation |
|---|---|---|
Service code 71 · EIN 94-2524303 180 7TH AVE, SUITE 103 · SANTA CRUZ, CA 95062 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,679 | $52,884+262.5% | $84,753+126.2% | $55,167+247.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 1.06% | 18.03%-17.0pp | 22.78%-21.7pp | 169.23%-168.2pp |
| Employer contribution / active EE | $10,867 | $2,233+386.5% | $3,574+204.0% | $1,963+453.7% |
| Participant deferral / active EE | $849 | $2,644-67.9% | $3,712-77.1% | $3,054-72.2% |
| Admin fee / account holder | $251 | $581-56.8% | $5,333-95.3% | $504-50.2% |