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) | $33,767 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,087 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,106 |
WEALTHPLAN ADVISORS LLC1 year Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,184 | $47,163-23.3% | $149,696-75.8% | $74,460-51.4% |
| Participation rate | 62.1% | 63.4%-1.4pp | 78.8%-16.7pp | 70.7%-8.7pp |
| Annual return | 20.13% | 22.75%-2.6pp | 134.46%-114.3pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,849 | $1,907-3.0% | $4,821-61.6% | $2,638-29.9% |
| Participant deferral / active EE | $3,440 | $2,730+26.0% | $5,682-39.4% | $4,530-24.0% |
| Admin fee / account holder | $147 | $343-57.0% | $13,212-98.9% | $348-57.6% |