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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,005 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,218 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,051 |
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 | $73,552 | $77,460-5.0% | $100,378-26.7% | $80,925-9.1% |
| Participation rate | 57.8% | 76.9%-19.1pp | 81.5%-23.7pp | 67.7%-9.8pp |
| Annual return | 16.32% | 37.24%-20.9pp | 49.41%-33.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,208 | $6,818+79.1% | $8,087+51.0% | $4,299+184.0% |
| Admin fee / account holder | $194 | $5,887-96.7% | $7,899-97.5% | $6,940-97.2% |