Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,591 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,077 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,019 | $83,023-72.3% | $102,437-77.5% | $77,762-70.4% |
| Participation rate | 75.8% | 71.5%+4.2pp | 74.5%+1.2pp | 70.6%+5.2pp |
| Annual return | 12.35% | 19.12%-6.8pp | 24.95%-12.6pp | 31.27%-18.9pp |
| Employer contribution / active EE | $1,652 | $3,552-53.5% | $3,871-57.3% | $2,728-39.4% |
| Participant deferral / active EE | $2,978 | $4,110-27.5% | $5,060-41.1% | $4,651-36.0% |
| Admin fee / account holder | $174 | $639-72.7% | $8,388-97.9% | $433-59.7% |