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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 | $65,084+49.4% | $67,681+43.7% | $64,340+51.1% |
| Participation rate | 79.8% | 66.7%+13.1pp | 73.7%+6.1pp | 55.2%+24.6pp |
| Annual return | 8.81% | 20.50%-11.7pp | 590.58%-581.8pp | 24.14%-15.3pp |
| Employer contribution / active EE | $4,593 | $2,398+91.5% | $2,678+71.5% | $1,862+146.7% |
| Participant deferral / active EE | $3,558 | $3,210+10.8% | $3,976-10.5% | $2,980+19.4% |
| Admin fee / account holder | $301 | $1,415-78.7% | $6,100-95.1% | $3,703-91.9% |