Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,899 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,434 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,295 |
PENSYS, INC.3 years Filed as: PENSYS INC Service code 99 2440 PROFESSIONAL DR. STE 100 · ROSEVILLE, CA 95661 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,207 | $95,417-48.4% | $135,974-63.8% | $74,460-33.9% |
| Participation rate | 58.5% | 78.2%-19.7pp | 81.9%-23.4pp | 70.7%-12.3pp |
| Annual return | 18.40% | 32.76%-14.4pp | 68.30%-49.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2 | $3,878-100.0% | $4,859-100.0% | $2,638-99.9% |
| Participant deferral / active EE | $8,245 | $7,789+5.8% | $7,760+6.3% | $4,530+82.0% |
| Admin fee / account holder | $248 | $266-6.6% | $10,767-97.7% | $348-28.6% |