Filed March 17, 2026 (most recent of 2 filings on file)
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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 | $105,218 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $66,183 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $45,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,904 | $61,315+168.9% | $90,259+82.7% | $64,728+154.8% |
| Participation rate | 99.5% | 51.1%+48.3pp | 70.7%+28.7pp | 57.9%+41.6pp |
| Annual return | 10.66% | 19.46%-8.8pp | 18.88%-8.2pp | 49.38%-38.7pp |
| Employer contribution / active EE | $13,582 | $1,602+748.1% | $2,291+492.8% | $2,243+505.6% |
| Participant deferral / active EE | $6,831 | $2,408+183.6% | $3,827+78.5% | $2,729+150.3% |
| Admin fee / account holder | $423 | $1,726-75.5% | $7,267-94.2% | $1,145-63.1% |