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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $12,686 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,439 | $70,486-27.0% | $100,535-48.8% | $79,856-35.6% |
| Participation rate | 63.2% | 73.6%-10.4pp | 79.4%-16.2pp | 69.6%-6.4pp |
| Annual return | 24.08% | 21.90%+2.2pp | 30.90%-6.8pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,751 | $5,182+204.0% | $6,271+151.2% | $3,741+321.1% |
| Admin fee / account holder | $118 | $4,480-97.4% | $8,085-98.5% | $5,306-97.8% |