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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 | $19,071 |
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 | $3,977 |
THE ANGELL PENSION GROUP, INC.9+ 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 | $140,868 | $76,696+83.7% | $96,515+46.0% | $71,511+97.0% |
| Participation rate | 96.6% | 66.6%+30.1pp | 74.3%+22.3pp | 67.9%+28.7pp |
| Annual return | 16.74% | 48.32%-31.6pp | 35.73%-19.0pp | 28.86%-12.1pp |
| Employer contribution / active EE | $1,259 | $3,032-58.5% | $3,740-66.3% | $2,589-51.4% |
| Participant deferral / active EE | $11,376 | $3,770+201.7% | $4,880+133.1% | $4,291+165.1% |
| Admin fee / account holder | $345 | $2,030-83.0% | $6,735-94.9% | $1,588-78.3% |