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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 | $79,977 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $45,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,454 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $10,710 |
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 | $201,582 | $93,010+116.7% | $96,543+108.8% | $74,478+170.7% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 17.68% | 37.50%-19.8pp | 35.75%-18.1pp | 34.37%-16.7pp |
| Employer contribution / active EE | $9,639 | $3,427+181.2% | $3,741+157.7% | $2,637+265.5% |
| Participant deferral / active EE | $10,317 | $3,971+159.8% | $4,880+111.4% | $4,530+127.8% |
| Admin fee / account holder | $402 | $633-36.6% | $6,737-94.0% | $347+15.7% |