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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 | $87,465+55.2% | $122,979+10.4% | $65,306+107.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 77.2%+22.8pp | 57.7%+42.3pp |
| Annual return | 8.24% | 19.76%-11.5pp | 20.12%-11.9pp | 21.94%-13.7pp |
| Employer contribution / active EE | $3,797 | $2,156+76.1% | $3,062+24.0% | $1,967+93.0% |
| Participant deferral / active EE | $4,943 | $3,705+33.4% | $5,003-1.2% | $2,959+67.0% |
| Admin fee / account holder | $1,026 | $5,100-79.9% | $12,864-92.0% | $3,480-70.5% |