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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,374 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $2,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,004 | $88,360-10.6% | $145,433-45.7% | $67,986+16.2% |
| Participation rate | 92.9% | 65.5%+27.4pp | 82.1%+10.8pp | 57.2%+35.7pp |
| Annual return | 23.24% | 63.15%-39.9pp | 66.58%-43.3pp | 31.67%-8.4pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $14,513 | $5,932+144.6% | $7,897+83.8% | $3,358+332.2% |
| Admin fee / account holder | $219 | $3,313-93.4% | $13,129-98.3% | $3,203-93.2% |