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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $16,322 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,439 |
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 | $59,892 | $90,064-33.5% | $100,392-40.3% | $77,736-23.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 18.52% | 20.61%-2.1pp | 49.45%-30.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $2,135 | $3,043-29.8% | $3,941-45.8% | $2,728-21.7% |
| Participant deferral / active EE | $16,337 | $8,282+97.3% | $8,090+101.9% | $4,651+251.3% |
| Admin fee / account holder | $63 | $172-63.3% | $7,904-99.2% | $433-85.4% |