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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $94,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,341 |
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 | $60,529 | $106,230-43.0% | $147,080-58.8% | $77,736-22.1% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 18.44% | 56.91%-38.5pp | 420.17%-401.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $6,055 | $4,072+48.7% | $4,933+22.7% | $2,728+122.0% |
| Participant deferral / active EE | $11,684 | $8,001+46.0% | $8,066+44.8% | $4,651+151.2% |
| Admin fee / account holder | $170 | $338-49.7% | $12,989-98.7% | $433-60.7% |