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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $403 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,989 | $79,223+88.1% | $102,460+45.4% | $74,478+100.0% |
| Participation rate | 92.3% | 74.8%+17.6pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 10.88% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $5,667 | $2,363+139.8% | $3,025+87.3% | $2,626+115.8% |
| Participant deferral / active EE | $8,078 | $4,417+82.9% | $5,056+59.8% | $4,350+85.7% |
| Admin fee / account holder | $157 | $2,003-92.2% | $9,460-98.3% | $1,946-91.9% |