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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,486 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $60,000 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON ALLEN LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $26,612 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $20,742 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $172,630 | $82,917+108.2% | $103,333+67.1% | $77,643+122.3% |
| Participation rate | 98.6% | 71.6%+27.1pp | 74.5%+24.1pp | 70.6%+28.1pp |
| Annual return | 15.16% | 19.13%-4.0pp | 24.88%-9.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $6,704 | $3,552+88.8% | $3,868+73.3% | $2,726+145.9% |
| Participant deferral / active EE | $14,784 | $4,108+259.8% | $5,057+192.3% | $4,647+218.1% |
| Admin fee / account holder | $253 | $638-60.3% | $8,355-97.0% | $430-41.1% |