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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 | $79,184+52.8% | $102,438+18.1% | $74,546+62.3% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.3pp |
| Annual return | 11.73% | 54.95%-43.2pp | 29.37%-17.6pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $3,278 | $2,362+38.8% | $3,024+8.4% | $2,624+24.9% |
| Participant deferral / active EE | $5,767 | $4,414+30.6% | $5,054+14.1% | $4,347+32.7% |
| Admin fee / account holder | $311 | $2,001-84.5% | $9,448-96.7% | $1,944-84.0% |