Filed September 18, 2020 (most recent of 2 filings on file)
Total covered: 47 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,816 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,480 | $63,321-69.2% | $68,794-71.7% | $77,906-75.0% |
| Participation rate | 37.7% | 71.1%-33.4pp | 69.0%-31.3pp | 73.7%-36.0pp |
| Annual return | -17.46% | -6.50%-11.0pp | -6.37%-11.1pp | 12.16%-29.6pp |
| Employer contribution / active EE | $362 | $2,794-87.0% | $2,656-86.4% | $2,846-87.3% |
| Participant deferral / active EE | $1,461 | $4,029-63.7% | $3,941-62.9% | $4,805-69.6% |
| Admin fee / account holder | $26 | $104-75.3% | $4,934-99.5% | $133-80.6% |