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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,889 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,136 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,288 | $101,672-15.1% | $147,117-41.3% | $74,478+15.9% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.93% | 8757.83%-8741.9pp | 420.54%-404.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $4,036 | $3,813+5.9% | $4,932-18.2% | $2,626+53.7% |
| Participant deferral / active EE | $17,523 | $7,305+139.9% | $8,065+117.3% | $4,350+302.8% |
| Admin fee / account holder | $409 | $1,753-76.7% | $12,993-96.9% | $1,946-79.0% |