Filed January 18, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,680 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,947 | $61,125+192.8% | $94,057+90.3% | $87,485+104.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.09% | 35.20%-23.1pp | 480.62%-468.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $12,850 | $2,136+501.5% | $2,933+338.1% | $2,596+395.0% |
| Participant deferral / active EE | $9,290 | $3,260+185.0% | $4,709+97.3% | $4,274+117.4% |
| Admin fee / account holder | $333 | $5,629-94.1% | $7,244-95.4% | $7,775-95.7% |