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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $67,577 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,051 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,911 | $122,219-37.1% | $147,096-47.7% | $199,921-61.5% |
| Participation rate | 90.6% | 78.3%+12.3pp | 82.2%+8.4pp | 72.0%+18.6pp |
| Annual return | 78.60% | 30.59%+48.0pp | 419.75%-341.2pp | 34.28%+44.3pp |
| Employer contribution / active EE | $685 | $4,096-83.3% | $4,936-86.1% | $3,035-77.4% |
| Participant deferral / active EE | $6,060 | $8,503-28.7% | $8,071-24.9% | $5,089+19.1% |
| Admin fee / account holder | $111 | $179-38.0% | $13,005-99.1% | $269-58.7% |