Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $375,711 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $255,531 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $183,400 |
FREED MAXICK CPAS PC2 years Service code 10 424 MAIN ST STE 800 · BUFFALO, NY 14202 | Accounting | $33,400 |
BOND, SCHOENECK & KING, PLLC7 years Filed as: BOND SCHOENECK & KING PLLC Service code 29 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $14,175 |
Employer contribution per participant 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 | $31,573 | $100,196-68.5% | $90,796-65.2% | $100,573-68.6% |
| Participation rate | 98.7% | 80.5%+18.2pp | 69.5%+29.2pp | 70.9%+27.7pp |
| Annual return | 18.36% | 11.70%+6.7pp | 19.29%-0.9pp | 18.89%-0.5pp |
| Employer contribution / active EE | $1,134 | $4,032-71.9% | $2,294-50.6% | $3,763-69.9% |
| Participant deferral / active EE | $6,543 | $4,771+37.1% | $3,822+71.2% | $4,921+33.0% |
| Admin fee / account holder | $101 | $164-38.4% | $7,024-98.6% | $454-77.8% |