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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $8,505 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,994 |
Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $1,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,682 | $73,863-47.6% | $143,797-73.1% | $68,490-43.5% |
| Participation rate | 49.5% | 66.7%-17.2pp | 80.3%-30.9pp | 67.9%-18.4pp |
| Annual return | -13.48% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $616 | $3,385-81.8% | $5,638-89.1% | $4,028-84.7% |
| Admin fee / account holder | $301 | $5,756-94.8% | $14,679-97.9% | $5,403-94.4% |