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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,114 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,656 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,733 | $58,726-39.2% | $92,240-61.3% | $62,293-42.6% |
| Participation rate | 53.4% | 68.3%-14.9pp | 76.5%-23.1pp | 69.5%-16.1pp |
| Annual return | 15.27% | 43.62%-28.3pp | 176.29%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $845 | $2,392-64.7% | $3,680-77.0% | $2,042-58.6% |
| Participant deferral / active EE | $1,934 | $2,766-30.1% | $3,897-50.4% | $3,169-39.0% |
| Admin fee / account holder | $68 | $556-87.7% | $5,194-98.7% | $479-85.7% |