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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,517 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,454 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,737 | $65,083-85.0% | $143,788-93.2% | $66,930-85.5% |
| Participation rate | 35.1% | 65.2%-30.1pp | 80.3%-45.3pp | 69.8%-34.8pp |
| Annual return | -15.98% | -11.13%-4.8pp | -0.03%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $230 | $2,361-90.3% | $4,952-95.4% | $2,545-91.0% |
| Participant deferral / active EE | $1,134 | $2,920-61.2% | $5,638-79.9% | $4,238-73.2% |
| Admin fee / account holder | $50 | $502-90.1% | $14,675-99.7% | $593-91.6% |