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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $50,380 |
Filed as: EMPOWERADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,370 |
Filed as: FALCON SANCHEZ & ASSOC PSC Service code 10 PARKSIDE PLAZA BLDG 14 STE 3062 · GUAYNABO, PR 00968 | Accounting | $13,520 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $9,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $71,814 | $102,422-29.9% | $147,117-51.2% | $80,959-11.3% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 12.27% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,362 | $3,717-36.4% | $4,932-52.1% | $2,757-14.3% |
| Participant deferral / active EE | $3,118 | $6,652-53.1% | $8,065-61.3% | $4,300-27.5% |
| Admin fee / account holder | $498 | $7,953-93.7% | $12,993-96.2% | $6,925-92.8% |