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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,734 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,053 | $62,166-64.5% | $81,286-72.9% | $74,429-70.4% |
| Participation rate | 65.9% | 64.1%+1.8pp | 69.5%-3.7pp | 67.2%-1.3pp |
| Annual return | 16.05% | 16.50%-0.4pp | 24.80%-8.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,933 | $1,881+2.8% | $2,463-21.5% | $2,625-26.3% |
| Participant deferral / active EE | $2,598 | $3,223-19.4% | $3,883-33.1% | $4,348-40.2% |
| Admin fee / account holder | $104 | $1,925-94.6% | $5,764-98.2% | $1,944-94.7% |