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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,230 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,596 |
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 | $34,338 | $66,813-48.6% | $100,535-65.8% | $73,497-53.3% |
| Participation rate | 97.0% | 77.5%+19.5pp | 79.4%+17.6pp | 70.7%+26.3pp |
| Annual return | 23.12% | 25.70%-2.6pp | 30.90%-7.8pp | 28.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $14,238 | $5,883+142.0% | $6,271+127.0% | $3,740+280.7% |
| Admin fee / account holder | $77 | $512-84.9% | $8,085-99.0% | $513-85.0% |