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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,525 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,183 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,983 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,029 | $101,499-47.8% | $147,005-63.9% | $74,546-28.9% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 18.20% | 8732.34%-8714.1pp | 418.76%-400.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $10,378 | $3,811+172.3% | $4,934+110.3% | $2,624+295.4% |
| Participant deferral / active EE | $15,013 | $7,304+105.5% | $8,070+86.0% | $4,347+245.3% |
| Admin fee / account holder | $175 | $1,748-90.0% | $13,006-98.7% | $1,944-91.0% |