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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,821 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,773 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,900 |
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 | $124,591 | $64,176+94.1% | $112,263+11.0% | $66,949+86.1% |
| Participation rate | 96.0% | 68.4%+27.6pp | 75.1%+20.9pp | 69.8%+26.2pp |
| Annual return | -17.18% | -13.80%-3.4pp | 27.49%-44.7pp | 1.57%-18.8pp |
| Employer contribution / active EE | $2,537 | $3,007-15.6% | $3,636-30.2% | $2,545-0.3% |
| Participant deferral / active EE | $10,092 | $3,694+173.2% | $4,729+113.4% | $4,239+138.1% |
| Admin fee / account holder | $336 | $626-46.4% | $6,410-94.8% | $594-43.4% |