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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Plan Administrator | $32,572 |
NATIONWIDE8+ years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $23,596 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENT Service code 27 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Plan) | $20,394 |
PEERY & ASSOCIATES, INC.2 years Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $9,225 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO FINANCIAL Service code 27 · EIN 26-2409128 5440 W. 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $4,160 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 64 · EIN 35-1140070 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Recordkeeping Fees | $175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,000 | $65,125-40.1% | $143,797-72.9% | $66,949-41.7% |
| Participation rate | 73.0% | 65.2%+7.8pp | 80.3%-7.3pp | 69.8%+3.2pp |
| Annual return | -14.53% | -11.13%-3.4pp | -0.04%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,196 | $2,362-49.4% | $4,952-75.8% | $2,545-53.0% |
| Participant deferral / active EE | $1,616 | $2,920-44.7% | $5,638-71.3% | $4,239-61.9% |
| Admin fee / account holder | $381 | $503-24.2% | $14,679-97.4% | $594-35.8% |