Filed December 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,705 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,858 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,043 | $101,317+48.1% | $146,958+2.1% | $74,495+101.4% |
| Participation rate | 91.7% | 75.5%+16.1pp | 82.2%+9.5pp | 67.2%+24.5pp |
| Annual return | 12.53% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,783 | $3,810-53.2% | $4,933-63.8% | $2,623-32.0% |
| Participant deferral / active EE | $8,888 | $7,303+21.7% | $8,070+10.1% | $4,346+104.5% |
| Admin fee / account holder | $677 | $1,739-61.1% | $12,998-94.8% | $1,942-65.1% |