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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,442 | $50,860+50.3% | $155,574-50.9% | $77,714-1.6% |
| Participation rate | 47.9% | 63.1%-15.2pp | 78.2%-30.3pp | 70.6%-22.7pp |
| Annual return | 16.29% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $1,031 | $1,991-48.2% | $4,676-77.9% | $2,727-62.2% |
| Participant deferral / active EE | $4,431 | $2,825+56.9% | $5,629-21.3% | $4,649-4.7% |
| Admin fee / account holder | $164 | $436-62.5% | $15,914-99.0% | $433-62.2% |