Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $37,757 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,485 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,925 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,599 | $90,064-52.7% | $100,415-57.6% | $77,762-45.2% |
| Participation rate | 96.8% | 81.3%+15.5pp | 81.5%+15.3pp | 70.6%+26.2pp |
| Annual return | 15.52% | 20.61%-5.1pp | 49.47%-34.0pp | 31.27%-15.7pp |
| Employer contribution / active EE | $2,328 | $3,043-23.5% | $3,943-41.0% | $2,728-14.7% |
| Participant deferral / active EE | $7,542 | $8,282-8.9% | $8,091-6.8% | $4,651+62.2% |
| Admin fee / account holder | $112 | $172-34.9% | $7,906-98.6% | $433-74.1% |