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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,213 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,959 | $79,209-4.1% | $102,434-25.8% | $74,459+2.0% |
| Participation rate | 97.6% | 74.8%+22.9pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 14.58% | 54.98%-40.4pp | 29.46%-14.9pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $3,262 | $2,362+38.1% | $3,023+7.9% | $2,626+24.2% |
| Participant deferral / active EE | $6,361 | $4,417+44.0% | $5,055+25.8% | $4,350+46.2% |
| Admin fee / account holder | $215 | $2,002-89.3% | $9,462-97.7% | $1,945-89.0% |