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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $82,211 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $51,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,417 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $12,285 |
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 | $176,767 | $83,023+112.9% | $102,437+72.6% | $77,762+127.3% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 12.20% | 19.12%-6.9pp | 24.95%-12.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $3,104 | $3,552-12.6% | $3,871-19.8% | $2,728+13.8% |
| Participant deferral / active EE | $9,652 | $4,110+134.9% | $5,060+90.8% | $4,651+107.5% |
| Admin fee / account holder | $407 | $639-36.3% | $8,388-95.1% | $433-5.9% |