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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,461 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,580 | $122,063+130.7% | $184,256+52.8% | $74,478+278.1% |
| Participation rate | 92.1% | 85.5%+6.6pp | 86.8%+5.2pp | 67.2%+24.8pp |
| Annual return | 15.81% | 19.92%-4.1pp | 28.85%-13.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,639 | $4,539-63.9% | $6,427-74.5% | $2,626-37.6% |
| Participant deferral / active EE | $11,943 | $7,144+67.2% | $9,133+30.8% | $4,350+174.5% |
| Admin fee / account holder | $328 | $1,253-73.8% | $13,899-97.6% | $1,946-83.1% |