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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,260 |
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.
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 | $32,921 | $122,259-73.1% | $147,005-77.6% | $199,768-83.5% |
| Participation rate | 66.5% | 78.3%-11.8pp | 82.2%-15.6pp | 72.0%-5.5pp |
| Annual return | 34.58% | 30.58%+4.0pp | 418.76%-384.2pp | 34.26%+0.3pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $8,540 | $8,504+0.4% | $8,070+5.8% | $5,090+67.8% |
| Admin fee / account holder | $31 | $179-82.8% | $13,006-99.8% | $269-88.6% |