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 | $51,638+246.5% | $68,368+161.7% | $82,448+117.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.09% | 37.53%-25.4pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $12,850 | $2,047+527.9% | $2,649+385.1% | $2,551+403.7% |
| Participant deferral / active EE | $9,290 | $2,914+218.9% | $4,123+125.3% | $4,139+124.4% |
| Admin fee / account holder | $333 | $4,643-92.8% | $5,150-93.5% | $7,234-95.4% |