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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,191 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,416 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC. Service code 13 900 E 96TH ST STE 325 · INDIANAPOLIS, IN 46240 | Contract Administrator | $4,680 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS INC Service code 13 | Contract Administrator | $3,929 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,234 | $45,343-20.1% | $150,298-75.9% | $67,986-46.7% |
| Participation rate | 97.5% | 51.9%+45.6pp | 77.8%+19.7pp | 57.2%+40.3pp |
| Annual return | 13.05% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $2,644 | $1,462+80.8% | $4,154-36.4% | $2,019+31.0% |
| Participant deferral / active EE | $4,419 | $2,055+115.1% | $5,453-18.9% | $3,358+31.6% |
| Admin fee / account holder | $87 | $2,250-96.1% | $14,116-99.4% | $3,203-97.3% |