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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 | $46,688-22.4% | $189,758-80.9% | $69,733-48.0% |
| Participation rate | 97.5% | 61.7%+35.8pp | 79.8%+17.7pp | 62.5%+35.0pp |
| Annual return | 13.05% | 14.35%-1.3pp | 52.62%-39.6pp | 15.22%-2.2pp |
| Employer contribution / active EE | $2,644 | $1,695+56.0% | $4,767-44.5% | $2,250+17.5% |
| Participant deferral / active EE | $4,419 | $2,143+106.3% | $5,856-24.5% | $3,054+44.7% |
| Admin fee / account holder | $87 | $1,700-94.9% | $20,388-99.6% | $3,102-97.2% |