Filed April 4, 2022 (most recent of 2 filings on file)
Total covered: 315 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,888 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $60,000 |
Filed as: LARSON ALLEN LLP Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $26,618 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $11,293 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,438 | $92,971+55.4% | $96,683+49.4% | $74,419+94.1% |
| Participation rate | 98.3% | 71.5%+26.8pp | 74.3%+24.0pp | 70.7%+27.6pp |
| Annual return | 17.73% | 37.49%-19.8pp | 35.69%-18.0pp | 34.38%-16.7pp |
| Employer contribution / active EE | $6,806 | $3,426+98.7% | $3,737+82.1% | $2,637+158.1% |
| Participant deferral / active EE | $14,443 | $3,970+263.8% | $4,878+196.1% | $4,528+219.0% |
| Admin fee / account holder | $221 | $633-65.2% | $6,730-96.7% | $348-36.6% |