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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,984 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUST Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $5,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,868 |
TIAA10+ years Service code 64 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,225 | $65,072+49.4% | $66,439+46.3% | $65,306+48.9% |
| Participation rate | 79.8% | 69.1%+10.7pp | 74.5%+5.3pp | 57.7%+22.1pp |
| Annual return | 8.81% | 21.50%-12.7pp | 757.66%-748.9pp | 21.94%-13.1pp |
| Employer contribution / active EE | $4,593 | $2,475+85.5% | $2,637+74.2% | $1,967+133.5% |
| Participant deferral / active EE | $3,558 | $3,234+10.0% | $3,876-8.2% | $2,959+20.2% |
| Admin fee / account holder | $301 | $1,323-77.2% | $6,173-95.1% | $3,480-91.3% |