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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) | $5,999 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,039 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,704 | $77,472-22.9% | $100,392-40.5% | $80,935-26.2% |
| Participation rate | 71.4% | 76.9%-5.5pp | 81.5%-10.1pp | 67.7%+3.8pp |
| Annual return | 16.59% | 37.26%-20.7pp | 49.45%-32.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,772 | $6,818+102.0% | $8,090+70.2% | $4,299+220.3% |
| Admin fee / account holder | $95 | $5,885-98.4% | $7,904-98.8% | $6,924-98.6% |