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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $61,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,867 |
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 | $222,474 | $100,272+121.9% | $170,043+30.8% | $74,460+198.8% |
| Participation rate | 98.8% | 87.4%+11.5pp | 87.0%+11.8pp | 70.7%+28.1pp |
| Annual return | 18.70% | 66.12%-47.4pp | 53.40%-34.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $6,343 | $4,266+48.7% | $6,790-6.6% | $2,638+140.5% |
| Participant deferral / active EE | $17,267 | $7,147+141.6% | $10,410+65.9% | $4,530+281.2% |
| Admin fee / account holder | $390 | $235+66.3% | $12,824-97.0% | $348+12.2% |