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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,618 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $59,519 | $48,327+23.2% | $67,575-11.9% | $80,935-26.5% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.1pp |
| Annual return | 10.13% | 18.31%-8.2pp | 3528.98%-3518.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $3,648 | $2,022+80.4% | $2,736+33.3% | $2,757+32.3% |
| Participant deferral / active EE | $4,548 | $2,927+55.4% | $4,003+13.6% | $4,299+5.8% |
| Admin fee / account holder | $318 | $3,692-91.4% | $3,993-92.0% | $6,924-95.4% |