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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,358 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,560 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,199 | $50,385-54.0% | $75,501-69.3% | $62,293-62.8% |
| Participation rate | 85.7% | 67.7%+18.0pp | 72.4%+13.4pp | 69.5%+16.2pp |
| Annual return | 14.71% | 19.90%-5.2pp | 27.35%-12.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $244 | $1,537-84.2% | $2,352-89.6% | $2,042-88.1% |
| Participant deferral / active EE | $1,459 | $2,445-40.3% | $3,142-53.6% | $3,169-54.0% |
| Admin fee / account holder | $134 | $384-65.0% | $5,801-97.7% | $479-72.0% |