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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,483 | $69,774-16.2% | $67,561-13.4% | $74,429-21.4% |
| Participation rate | 50.5% | 71.4%-20.9pp | 72.9%-22.4pp | 67.2%-16.7pp |
| Annual return | 12.23% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,384 | $2,710-49.0% | $2,735-49.4% | $2,625-47.3% |
| Participant deferral / active EE | $2,447 | $3,636-32.7% | $4,003-38.9% | $4,348-43.7% |
| Admin fee / account holder | $290 | $890-67.4% | $4,006-92.8% | $1,944-85.1% |