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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,130 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,999 |
RETIREMENT SOLUTION GROUP2 years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 13 25 MARKET STREET STE 2B · PORTSMOUTH, NH 03801 | Contract Administrator | $3,997 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 28 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,546 | $88,083-51.7% | $164,813-74.2% | $74,495-42.9% |
| Participation rate | 65.6% | 73.0%-7.4pp | 78.6%-13.0pp | 67.2%-1.6pp |
| Annual return | 11.02% | 17.26%-6.2pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $602 | $2,593-76.8% | $4,341-86.1% | $2,623-77.1% |
| Participant deferral / active EE | $3,362 | $4,498-25.2% | $6,031-44.3% | $4,346-22.6% |
| Admin fee / account holder | $151 | $2,234-93.3% | $12,690-98.8% | $1,942-92.2% |