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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $135,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,960 |
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 | $34,092 | $72,303-52.8% | $86,698-60.7% | $64,819-47.4% |
| Participation rate | 87.7% | 80.4%+7.2pp | 76.6%+11.1pp | 71.5%+16.2pp |
| Annual return | -14.84% | 392.77%-407.6pp | 35.95%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $1,027 | $2,393-57.1% | $2,837-63.8% | $2,507-59.0% |
| Participant deferral / active EE | $3,097 | $4,660-33.5% | $4,656-33.5% | $4,311-28.2% |
| Admin fee / account holder | $232 | $174+33.5% | $7,493-96.9% | $188+23.7% |