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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 | $43,496-16.7% | $161,489-77.6% | $64,340-43.7% |
| Participation rate | 97.5% | 53.5%+43.9pp | 78.7%+18.8pp | 55.2%+42.2pp |
| Annual return | 13.05% | 20.76%-7.7pp | 89.72%-76.7pp | 24.14%-11.1pp |
| Employer contribution / active EE | $2,644 | $1,431+84.8% | $4,268-38.1% | $1,862+42.0% |
| Participant deferral / active EE | $4,419 | $1,996+121.4% | $5,630-21.5% | $2,980+48.3% |
| Admin fee / account holder | $87 | $2,330-96.3% | $16,006-99.5% | $3,703-97.6% |