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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) | $7,091 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,430 |
1 fund of $250K or more; 13 lines in all, holding $5.0M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $4.4M | 89.3% |
| Fidelity Fidelity (FMR) · Mutual fund | $246K | 5.0% |
| JP Morgan JPMorgan · Other | $60K | 1.2% |
| Dodge & Cox Dodge & Cox · Mutual fund | $36K | 0.7% |
| Cohen & Steers Cohen & Steers · Mutual fund | $36K | 0.7% |
| Participant's Loan Account Manager not matched · Other | $36K | 0.7% |
| Carillon Raymond James · Other | $29K | 0.6% |
| Attachment to 2024 Form Manager not matched · Other | $28K | 0.6% |
| PIMCO PIMCO (Allianz) · Mutual fund | $21K | 0.4% |
| American Century American Century · Other | $16K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.