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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,228 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,658 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,525 |
Filed as: RETIREMENT PLAN CONCEPTS & SVS INC Service code 13 10319 DAWSONS CREEK BLVD STE A · FORT WAYNE, IN 46825 | Contract Administrator | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,822 | $79,209+7.1% | $102,434-17.2% | $74,459+13.9% |
| Participation rate | 89.2% | 74.8%+14.4pp | 76.5%+12.7pp | 67.2%+22.0pp |
| Annual return | 17.76% | 54.98%-37.2pp | 29.46%-11.7pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $2,103 | $2,362-11.0% | $3,023-30.4% | $2,626-19.9% |
| Participant deferral / active EE | $3,279 | $4,417-25.8% | $5,055-35.1% | $4,350-24.6% |
| Admin fee / account holder | $338 | $2,002-83.1% | $9,462-96.4% | $1,945-82.6% |