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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $89,534 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $58,372 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $67 |
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 | $109,928 | $76,112+44.4% | $96,534+13.9% | $71,511+53.7% |
| Participation rate | 83.3% | 74.4%+8.8pp | 76.0%+7.3pp | 67.9%+15.3pp |
| Annual return | 14.59% | 22.81%-8.2pp | 25.88%-11.3pp | 28.86%-14.3pp |
| Employer contribution / active EE | $3,118 | $2,248+38.7% | $2,965+5.2% | $2,589+20.4% |
| Participant deferral / active EE | $7,948 | $4,217+88.5% | $4,851+63.8% | $4,291+85.2% |
| Admin fee / account holder | $227 | $2,708-91.6% | $8,253-97.2% | $1,588-85.7% |