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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 201 SOUTH LAKE AVENUE, STE 600 · PASADENA, CA 91101 | Bank Trustee | $35,000 |
CENTRAL COAST ADMINISTRATORS3+ years Service code 13 · EIN 58-2125651 PO BOX 380 · SOLVANG, CA 934340380 | Contract Administrator | $15,034 |
MCGOWAN GUNTERMANN3+ years Service code 10 · EIN 95-3680171 111 E VICTORIA STREET, 2ND FLOOR · SANTA BARBARA, CA 93101 | Accounting | $6,000 |
REICH, ADELL & CVITAN3+ years Filed as: REICH ADELL & CVITAN Service code 29 · EIN 95-3082677 3550 WILSHIRE BLVD, STE 2000 · LOS ANGELES, CA 90010 | Legal | $4,045 |
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 | $81,537-100.0% | $149,721-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 8.70% | 22.79%-14.1pp | 1501.67%-1493.0pp | 27571.02%-27562.3pp |
| Employer contribution / active EE | $808 | $3,239-75.0% | $5,444-85.2% | $2,032-60.2% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |