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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARTLETT PRINGLE & WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190 | Accounting | $25,745 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,206 | $90,064+270.0% | $100,415+231.8% | $77,762+328.5% |
| Participation rate | 85.3% | 81.3%+4.0pp | 81.5%+3.7pp | 70.6%+14.7pp |
| Annual return | 16.94% | 20.61%-3.7pp | 49.47%-32.5pp | 31.27%-14.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $21,382 | $8,282+158.2% | $8,091+164.3% | $4,651+359.8% |
| Admin fee / account holder | $70 | $172-59.5% | $7,906-99.1% | $433-83.9% |