Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,300 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 99 29 SAWYER RD · WALTHAM, MA 024533483 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,339 | $138,347-13.7% | $184,203-35.2% | $80,856+47.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.11% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,478 | $4,850+33.6% | $6,427+0.8% | $2,755+135.2% |
| Participant deferral / active EE | $6,808 | $7,071-3.7% | $9,131-25.4% | $4,296+58.5% |
| Admin fee / account holder | $448 | $10,483-95.7% | $13,901-96.8% | $6,918-93.5% |