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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,348 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,119 | $45,000-77.5% | $143,799-93.0% | $77,906-87.0% |
| Participation rate | 23.5% | 66.8%-43.4pp | 80.3%-56.9pp | 73.7%-50.2pp |
| Annual return | -13.54% | 29.03%-42.6pp | -0.04%-13.5pp | 12.16%-25.7pp |
| Employer contribution / active EE | $306 | $1,870-83.6% | $4,952-93.8% | $2,846-89.2% |
| Participant deferral / active EE | $898 | $3,157-71.6% | $5,638-84.1% | $4,805-81.3% |
| Admin fee / account holder | $79 | $98-19.6% | $14,677-99.5% | $133-40.3% |