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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,096 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $36,551 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $7,874 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $101,499-48.6% | $147,005-64.5% | $74,546-30.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 143.18% | 8732.34%-8589.2pp | 418.76%-275.6pp | 1366.03%-1222.8pp |
| Employer contribution / active EE | $2,392 | $3,811-37.2% | $4,934-51.5% | $2,624-8.9% |
| Participant deferral / active EE | $10,420 | $7,304+42.7% | $8,070+29.1% | $4,347+139.7% |
| Admin fee / account holder | $233 | $1,748-86.6% | $13,006-98.2% | $1,944-88.0% |