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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,091 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,222 | $78,520+12.4% | $96,576-8.6% | $82,448+7.0% |
| Participation rate | 62.8% | 77.7%-14.9pp | 81.4%-18.6pp | 68.1%-5.2pp |
| Annual return | 24.20% | 41.30%-17.1pp | 38.47%-14.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,576 | $6,754+86.2% | $7,956+58.1% | $4,139+203.8% |
| Admin fee / account holder | $195 | $13,455-98.6% | $11,381-98.3% | $7,234-97.3% |