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 | $73,781 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1432243 | Advisory (Participants) | $29,185 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $18,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,450 | $48,744-21.1% | $93,727-59.0% | $200,096-80.8% |
| Participation rate | 57.2% | 63.7%-6.5pp | 68.7%-11.5pp | 72.0%-14.9pp |
| Annual return | 14.43% | 15.36%-0.9pp | 133.83%-119.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,646 | $1,140+44.4% | $2,421-32.0% | $3,038-45.8% |
| Participant deferral / active EE | $891 | $2,825-68.4% | $4,417-79.8% | $5,090-82.5% |
| Admin fee / account holder | $70 | $195-63.9% | $8,292-99.2% | $269-73.8% |