Filed August 14, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $31,369 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $24,774 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE,P.C Service code 99 8610 N NEW BRAUNFELS AVE · SAN ANTONIO, TX 78217 | Other Fees | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,056 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $3,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $88,186-47.4% | $165,071-71.9% | $74,459-37.7% |
| Participation rate | 97.2% | 73.1%+24.0pp | 78.6%+18.6pp | 67.2%+30.0pp |
| Annual return | 14.86% | 17.13%-2.3pp | 70.17%-55.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,192 | $2,600-54.2% | $4,347-72.6% | $2,626-54.6% |
| Participant deferral / active EE | $2,661 | $4,505-40.9% | $6,035-55.9% | $4,350-38.8% |
| Admin fee / account holder | $444 | $2,234-80.1% | $12,695-96.5% | $1,945-77.2% |