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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 | $105,248+16.2% | $147,318-16.9% | $71,012+72.3% |
| Participation rate | 98.4% | 66.1%+32.3pp | 82.1%+16.3pp | 58.6%+39.8pp |
| Annual return | 20.53% | 26.02%-5.5pp | 70.43%-49.9pp | 37.67%-17.1pp |
| Employer contribution / active EE | $6,894 | $3,785+82.1% | $4,593+50.1% | $2,348+193.6% |
| Participant deferral / active EE | $19,281 | $6,452+198.8% | $7,906+143.9% | $3,246+494.0% |
| Admin fee / account holder | $142 | $862-83.6% | $13,708-99.0% | $1,167-87.9% |