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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,739 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,463 |
PENTEGRA SERVICES, INC.3 years Service code 64 5350 SEVENTY SEVEN CENTER DR STE200 · CHARLOTTE, NC 28217 | Recordkeeping Fees | $6,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,067 | $55,446+8.3% | $155,574-61.4% | $74,429-19.3% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 27.38% | 269.20%-241.8pp | 64.87%-37.5pp | 1368.38%-1341.0pp |
| Employer contribution / active EE | $2,029 | $2,266-10.5% | $4,676-56.6% | $2,625-22.7% |
| Participant deferral / active EE | $3,613 | $2,836+27.4% | $5,629-35.8% | $4,348-16.9% |
| Admin fee / account holder | $171 | $1,743-90.2% | $15,914-98.9% | $1,944-91.2% |