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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,700 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,268 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,323 | $102,661-54.9% | $151,639-69.5% | $66,938-30.8% |
| Participation rate | 59.6% | 85.5%-26.0pp | 87.5%-27.9pp | 69.8%-10.3pp |
| Annual return | -10.88% | -10.81%-0.1pp | 3.34%-14.2pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,293 | $4,184-69.1% | $6,165-79.0% | $2,545-49.2% |
| Participant deferral / active EE | $5,430 | $6,645-18.3% | $8,363-35.1% | $4,238+28.1% |
| Admin fee / account holder | $146 | $630-76.8% | $11,613-98.7% | $594-75.3% |