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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $5,076 |
Service code 27 100 CORSON ST STE 210 · PASADENA, CA 911033870 | Advisory (Plan) | $1,404 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86 |
Service code 13 206 N 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $30 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,050 | $175,259+6.7% | $149,723+24.9% | $139,487+34.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.92% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $8,929 | $5,478+63.0% | $4,821+85.2% | $4,755+87.8% |
| Participant deferral / active EE | $7,719 | $6,522+18.4% | $5,682+35.8% | $6,713+15.0% |
| Admin fee / account holder | $1,166 | $16,158-92.8% | $13,215-91.2% | $11,407-89.8% |