Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,183 |
COTA STREET INVESTMENT MGMT4 years Service code 28 21 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Investment Management | $56,374 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,543 |
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 | $146,736 | $66,486+120.7% | $81,370+80.3% | $77,762+88.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 18.43% | 15.95%+2.5pp | 24.85%-6.4pp | 31.27%-12.8pp |
| Employer contribution / active EE | $12,264 | $2,158+468.4% | $2,464+397.7% | $2,728+349.6% |
| Participant deferral / active EE | $6,713 | $3,677+82.6% | $3,885+72.8% | $4,651+44.3% |
| Admin fee / account holder | $345 | $586-41.0% | $5,749-94.0% | $433-20.2% |