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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 201 SOUTH LAKE AVENUE, SUITE 600 · PASADENA, CA 91101 | Bank Trustee | $31,454 |
CENTRAL COAST ADMINISTRATORS2+ years Service code 13 · EIN 58-2125651 PO BOX 380 · SOLVANG, CA 93464 | Contract Administrator | $15,921 |
REICH, ADELL & CVITAN2+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 3550 WILSHIRE BLVD, STE 2000 · LOS ANGELES, CA 90010 | Legal | $6,518 |
MCGOWAN GUNTERMANN1 year Filed as: MCGOWAN GUNTERMAN Service code 10 · EIN 95-3680171 111 E VICTORIA STREET, 2ND FLOOR · SANTA BARBARA, CA 93101 | Accounting | $5,500 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 6.86% | 13.51%-6.7pp | 29.29%-22.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $653 | $3,161-79.3% | $5,211-87.5% | $1,974-66.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |