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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $78,223 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,700 | $106,264-45.7% | $147,117-60.8% | $77,762-25.8% |
| Participation rate | 95.3% | 78.4%+16.8pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 16.39% | 56.94%-40.5pp | 420.54%-404.1pp | 31.27%-14.9pp |
| Employer contribution / active EE | $3,585 | $4,074-12.0% | $4,932-27.3% | $2,728+31.4% |
| Participant deferral / active EE | $7,784 | $8,003-2.7% | $8,065-3.5% | $4,651+67.4% |
| Admin fee / account holder | $346 | $334+3.6% | $12,993-97.3% | $433-20.0% |