Filed December 30, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,902 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,826 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,868 | $84,499+14.6% | $125,391-22.7% | $66,949+44.7% |
| Participation rate | 89.7% | 76.4%+13.3pp | 82.4%+7.3pp | 69.8%+19.9pp |
| Annual return | -16.52% | -8.49%-8.0pp | 572.41%-588.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,862 | $3,554-47.6% | $4,816-61.3% | $2,545-26.9% |
| Participant deferral / active EE | $9,038 | $6,785+33.2% | $7,448+21.3% | $4,239+113.2% |
| Admin fee / account holder | $476 | $685-30.6% | $10,009-95.2% | $594-19.9% |