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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,092 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,906 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,645 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,623 | $79,209-23.5% | $102,434-40.8% | $74,459-18.6% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.3pp |
| Annual return | 10.79% | 54.98%-44.2pp | 29.46%-18.7pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $1,212 | $2,362-48.7% | $3,023-59.9% | $2,626-53.8% |
| Participant deferral / active EE | $3,189 | $4,417-27.8% | $5,055-36.9% | $4,350-26.7% |
| Admin fee / account holder | $311 | $2,002-84.5% | $9,462-96.7% | $1,945-84.0% |