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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $46,781 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,100 |
Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,964 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,995 | $80,781+88.2% | $102,437+48.4% | $74,478+104.1% |
| Participation rate | 94.5% | 65.7%+28.8pp | 74.5%+20.0pp | 67.2%+27.3pp |
| Annual return | 16.27% | 27.58%-11.3pp | 24.95%-8.7pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,731 | $3,160-45.2% | $3,871-55.3% | $2,626-34.1% |
| Participant deferral / active EE | $10,450 | $3,862+170.6% | $5,060+106.5% | $4,350+140.2% |
| Admin fee / account holder | $487 | $2,372-79.5% | $8,388-94.2% | $1,946-75.0% |