Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $70,633 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,182 |
ACTUARIAL BENEFITS CORP2 years Service code 13 2790 SKYPARK DR., SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $27,579 |
WRIGHT FORD YOUNG & CO1 year Service code 10 16140 SAND CANYON AVE · SANTA BARBARA, CA 93101 | Accounting | $14,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,258 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,488 | $75,058+253.7% | $152,301+74.3% | $64,340+312.6% |
| Participation rate | 98.5% | 60.9%+37.6pp | 82.4%+16.1pp | 55.2%+43.3pp |
| Annual return | 11.23% | 29.93%-18.7pp | 80.50%-69.3pp | 24.14%-12.9pp |
| Employer contribution / active EE | $23,670 | $2,605+808.8% | $4,624+411.9% | $1,862+1171.5% |
| Participant deferral / active EE | $8,844 | $5,041+75.4% | $8,004+10.5% | $2,980+196.8% |
| Admin fee / account holder | $642 | $4,050-84.1% | $14,398-95.5% | $3,703-82.7% |