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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,132 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $17,078 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,946 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,240 |
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 | $172,163 | $115,931+48.5% | $185,441-7.2% | $86,983+97.9% |
| Participation rate | 90.3% | 73.6%+16.7pp | 80.3%+10.1pp | 69.5%+20.8pp |
| Annual return | 5.14% | 21.47%-16.3pp | 20.16%-15.0pp | 25.83%-20.7pp |
| Employer contribution / active EE | $3,783 | $2,937+28.8% | $4,672-19.0% | $2,584+46.4% |
| Participant deferral / active EE | $7,812 | $4,551+71.7% | $6,152+27.0% | $4,194+86.3% |
| Admin fee / account holder | $623 | $10,687-94.2% | $17,890-96.5% | $7,856-92.1% |