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.)
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 | $64,920+175.6% | $103,693+72.6% | $86,983+105.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.09% | 30.29%-18.2pp | 47.61%-35.5pp | 25.83%-13.7pp |
| Employer contribution / active EE | $12,850 | $2,141+500.2% | $2,920+340.0% | $2,584+397.2% |
| Participant deferral / active EE | $9,290 | $3,241+186.6% | $4,579+102.9% | $4,194+121.5% |
| Admin fee / account holder | $333 | $6,191-94.6% | $7,858-95.8% | $7,856-95.8% |