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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $51,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,962 | $79,209+52.7% | $102,434+18.1% | $74,459+62.5% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.0pp | 67.2%+31.3pp |
| Annual return | 11.73% | 54.98%-43.2pp | 29.46%-17.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $3,278 | $2,362+38.8% | $3,023+8.4% | $2,626+24.8% |
| Participant deferral / active EE | $5,767 | $4,417+30.6% | $5,055+14.1% | $4,350+32.6% |
| Admin fee / account holder | $311 | $2,002-84.5% | $9,462-96.7% | $1,945-84.0% |