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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,257 | $63,471-49.2% | $68,803-53.1% | $66,949-51.8% |
| Participation rate | 75.8% | 60.0%+15.8pp | 69.0%+6.7pp | 69.8%+5.9pp |
| Annual return | -17.23% | -8.29%-8.9pp | -6.37%-10.9pp | 1.57%-18.8pp |
| Employer contribution / active EE | $884 | $1,776-50.2% | $2,656-66.7% | $2,545-65.3% |
| Participant deferral / active EE | $2,222 | $2,946-24.6% | $3,942-43.6% | $4,239-47.6% |
| Admin fee / account holder | $148 | $578-74.4% | $4,936-97.0% | $594-75.1% |