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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,102 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $2,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,509 | $84,482-20.1% | $125,363-46.1% | $66,930+0.9% |
| Participation rate | 34.3% | 76.4%-42.1pp | 82.4%-48.1pp | 69.8%-35.5pp |
| Annual return | -19.62% | -8.49%-11.1pp | 572.15%-591.8pp | 1.57%-21.2pp |
| Employer contribution / active EE | $1,761 | $3,553-50.4% | $4,815-63.4% | $2,545-30.8% |
| Participant deferral / active EE | $3,522 | $6,782-48.1% | $7,447-52.7% | $4,238-16.9% |
| Admin fee / account holder | $355 | $685-48.2% | $10,005-96.5% | $593-40.2% |