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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,431 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,430 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLAND, TX 77380 | Contract Administrator | $12,452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,298 | $89,123-82.8% | $102,460-85.1% | $77,762-80.3% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.4pp |
| Annual return | 15.43% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $911 | $2,700-66.2% | $3,025-69.9% | $2,728-66.6% |
| Participant deferral / active EE | $1,782 | $5,148-65.4% | $5,056-64.8% | $4,651-61.7% |
| Admin fee / account holder | $153 | $236-35.1% | $9,460-98.4% | $433-64.6% |