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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E. COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,000 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $14,916 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,331 |
Filed as: COTA STREET INV MNGT Service code 28 24 E COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $5,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,693 | $241,850-86.5% | $102,437-68.1% | $200,096-83.7% |
| Participation rate | 32.2% | 78.3%-46.1pp | 74.5%-42.3pp | 72.0%-39.8pp |
| Annual return | 10.36% | 17.67%-7.3pp | 24.95%-14.6pp | 34.26%-23.9pp |
| Employer contribution / active EE | $182 | $4,253-95.7% | $3,871-95.3% | $3,038-94.0% |
| Participant deferral / active EE | $1,455 | $3,961-63.3% | $5,060-71.2% | $5,090-71.4% |
| Admin fee / account holder | $131 | $288-54.5% | $8,388-98.4% | $269-51.3% |