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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 | $106,164-45.6% | $147,041-60.8% | $77,692-25.7% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 16.39% | 56.81%-40.4pp | 419.21%-402.8pp | 31.25%-14.9pp |
| Employer contribution / active EE | $3,585 | $4,066-11.8% | $4,935-27.3% | $2,726+31.5% |
| Participant deferral / active EE | $7,784 | $7,993-2.6% | $8,071-3.6% | $4,648+67.4% |
| Admin fee / account holder | $346 | $338+2.5% | $13,006-97.3% | $431-19.5% |