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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,043 | $101,672+47.6% | $147,117+2.0% | $74,478+101.5% |
| Participation rate | 91.7% | 75.5%+16.1pp | 82.2%+9.5pp | 67.2%+24.4pp |
| Annual return | 12.53% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,783 | $3,813-53.2% | $4,932-63.8% | $2,626-32.1% |
| Participant deferral / active EE | $8,888 | $7,305+21.7% | $8,065+10.2% | $4,350+104.3% |
| Admin fee / account holder | $677 | $1,753-61.4% | $12,993-94.8% | $1,946-65.2% |