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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $71,661 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,752 |
Annual investment return 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 | $156,485 | $101,672+53.9% | $147,117+6.4% | $74,478+110.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.87% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $5,573 | $3,813+46.2% | $4,932+13.0% | $2,626+112.2% |
| Participant deferral / active EE | $9,525 | $7,305+30.4% | $8,065+18.1% | $4,350+119.0% |
| Admin fee / account holder | $281 | $1,753-84.0% | $12,993-97.8% | $1,946-85.5% |