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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 38 · EIN 84-0467907 | Participant Communication | $366,484 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: ABACUS RETIREMENT PLAN CONSULTING Service code 16 · EIN 47-1094214 | Consulting | $4,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,361 | $78,044-43.2% | $159,960-72.3% | $78,044-43.2% |
| Participation rate | 27.4% | 74.4%-47.0pp | 78.0%-50.5pp | 74.4%-47.0pp |
| Annual return | -12.00% | 10.87%-22.9pp | 408.60%-420.6pp | 10.87%-22.9pp |
| Employer contribution / active EE | $61 | $3,125-98.1% | $4,226-98.6% | $3,125-98.1% |
| Participant deferral / active EE | $1,375 | $5,084-73.0% | $6,182-77.8% | $5,084-73.0% |
| Admin fee / account holder | $174 | $79+120.8% | $8,698-98.0% | $79+120.8% |