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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,360 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,016 |
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 | $40,710 | $72,639-44.0% | $90,766-55.1% | $66,949-39.2% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -14.24% | -12.28%-2.0pp | -12.16%-2.1pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,787 | $2,369-24.6% | $2,922-38.8% | $2,545-29.8% |
| Participant deferral / active EE | $4,248 | $3,979+6.8% | $4,565-7.0% | $4,239+0.2% |
| Admin fee / account holder | $156 | $708-77.9% | $8,446-98.2% | $594-73.7% |