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 | $94,162 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $80,000 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $28,439 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON ALLEN LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $27,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,347 | $95,880+97.5% | $107,525+76.1% | $85,563+121.3% |
| Participation rate | 96.6% | 70.1%+26.4pp | 75.1%+21.5pp | 66.0%+30.6pp |
| Annual return | 16.77% | 68.06%-51.3pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $7,948 | $3,812+108.5% | $3,754+111.8% | $2,654+199.5% |
| Participant deferral / active EE | $13,590 | $4,201+223.5% | $5,116+165.7% | $4,375+210.6% |
| Admin fee / account holder | $291 | $1,025-71.6% | $8,919-96.7% | $834-65.1% |