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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,565 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,612 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,678 | $91,424-26.0% | $135,942-50.2% | $71,495-5.3% |
| Participation rate | 84.5% | 75.7%+8.9pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 21.75% | 29.90%-8.1pp | 68.28%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,966 | $3,704-19.9% | $4,858-38.9% | $2,589+14.6% |
| Participant deferral / active EE | $13,201 | $7,092+86.1% | $7,759+70.1% | $4,291+207.6% |
| Admin fee / account holder | $234 | $1,266-81.5% | $10,764-97.8% | $1,588-85.2% |