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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,972 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,269 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,305 | $92,186-40.0% | $105,624-47.6% | $77,762-28.9% |
| Participation rate | 96.6% | 81.0%+15.5pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 14.01% | 17.83%-3.8pp | 116.20%-102.2pp | 31.27%-17.3pp |
| Employer contribution / active EE | $1,178 | $3,376-65.1% | $3,168-62.8% | $2,728-56.8% |
| Participant deferral / active EE | $4,442 | $5,395-17.7% | $5,013-11.4% | $4,651-4.5% |
| Admin fee / account holder | $191 | $219-13.0% | $10,961-98.3% | $433-56.0% |