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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $80,156 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,345 | $129,227+73.6% | $184,256+21.8% | $77,762+188.5% |
| Participation rate | 99.3% | 87.4%+12.0pp | 86.8%+12.5pp | 70.6%+28.7pp |
| Annual return | 16.13% | 33.24%-17.1pp | 28.85%-12.7pp | 31.27%-15.1pp |
| Employer contribution / active EE | $6,084 | $4,412+37.9% | $6,427-5.3% | $2,728+123.0% |
| Participant deferral / active EE | $16,880 | $7,307+131.0% | $9,133+84.8% | $4,651+262.9% |
| Admin fee / account holder | $430 | $256+68.1% | $13,899-96.9% | $433-0.7% |