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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 4540 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $29,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,251 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,350 | $127,689-4.2% | $146,866-16.7% | $65,191+87.7% |
| Participation rate | 98.4% | 68.4%+30.0pp | 82.5%+15.9pp | 63.0%+35.4pp |
| Annual return | 20.53% | 22.89%-2.4pp | 102.85%-82.3pp | 51.24%-30.7pp |
| Employer contribution / active EE | $6,894 | $4,150+66.1% | $4,425+55.8% | $2,400+187.3% |
| Participant deferral / active EE | $19,281 | $6,458+198.5% | $7,759+148.5% | $2,671+621.8% |
| Admin fee / account holder | $142 | $1,041-86.4% | $13,620-99.0% | $907-84.4% |