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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,228 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE STE 810 · MEMPHIS, TN 38137 | Contract Administrator | $8,704 |
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 | $135,736 | $79,867+70.0% | $120,344+12.8% | $64,340+111.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 8.24% | 21.10%-12.9pp | 20.30%-12.1pp | 24.14%-15.9pp |
| Employer contribution / active EE | $3,797 | $1,925+97.3% | $3,020+25.7% | $1,862+104.0% |
| Participant deferral / active EE | $4,943 | $3,593+37.6% | $5,135-3.7% | $2,980+65.9% |
| Admin fee / account holder | $1,026 | $5,039-79.6% | $12,742-91.9% | $3,703-72.3% |