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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 | $94,767 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $10,060 |
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 | $44,250 | $101,653-56.5% | $147,080-69.9% | $74,459-40.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.46% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $18,170 | $7,304+148.8% | $8,066+125.3% | $4,350+317.7% |
| Admin fee / account holder | $267 | $1,752-84.8% | $12,989-97.9% | $1,945-86.3% |