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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,702 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,707 |
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 | $45,737 | $71,523-36.1% | $98,461-53.5% | $71,511-36.0% |
| Participation rate | 96.6% | 72.7%+23.9pp | 75.2%+21.4pp | 67.9%+28.6pp |
| Annual return | 16.24% | 32.43%-16.2pp | 21.17%-4.9pp | 28.86%-12.6pp |
| Employer contribution / active EE | $1,517 | $2,399-36.8% | $3,049-50.2% | $2,589-41.4% |
| Participant deferral / active EE | $4,355 | $4,109+6.0% | $4,738-8.1% | $4,291+1.5% |
| Admin fee / account holder | $165 | $1,676-90.2% | $8,961-98.2% | $1,588-89.6% |