Filed January 24, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,504 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,898 | $50,815-21.5% | $155,509-74.3% | $77,643-48.6% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.9pp |
| Annual return | 14.12% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,031 | $1,993+1.9% | $4,672-56.5% | $2,726-25.5% |
| Participant deferral / active EE | $3,661 | $2,822+29.7% | $5,626-34.9% | $4,647-21.2% |
| Admin fee / account holder | $212 | $437-51.5% | $15,912-98.7% | $430-50.8% |