Filed March 6, 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 15 · EIN 84-0467907 | Recordkeeping | $88,305 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,037 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $18,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,141 | $54,193+149.4% | $93,669+44.3% | $77,714+73.9% |
| Participation rate | 69.5% | 63.9%+5.6pp | 68.7%+0.8pp | 70.6%-1.1pp |
| Annual return | 15.53% | 30.54%-15.0pp | 133.59%-118.1pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,646 | $1,168+40.9% | $2,424-32.1% | $2,727-39.6% |
| Participant deferral / active EE | $4,127 | $3,144+31.3% | $4,416-6.5% | $4,649-11.2% |
| Admin fee / account holder | $239 | $576-58.5% | $8,291-97.1% | $433-44.8% |