Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,114 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $6,025 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,541 | $76,696+160.2% | $96,538+106.7% | $71,529+179.0% |
| Participation rate | 98.7% | 66.6%+32.1pp | 74.3%+24.3pp | 67.9%+30.7pp |
| Annual return | 16.63% | 48.32%-31.7pp | 35.74%-19.1pp | 28.97%-12.3pp |
| Employer contribution / active EE | $10,684 | $3,032+252.4% | $3,740+185.6% | $2,590+312.5% |
| Participant deferral / active EE | $9,574 | $3,770+153.9% | $4,880+96.2% | $4,291+123.1% |
| Admin fee / account holder | $486 | $2,030-76.0% | $6,737-92.8% | $1,588-69.4% |