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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $56,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,738 |
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 | $63,701 | $46,464+37.1% | $150,298-57.6% | $79,634-20.0% |
| Participation rate | 81.9% | 57.0%+25.0pp | 77.8%+4.2pp | 62.5%+19.5pp |
| Annual return | 13.25% | 27.89%-14.6pp | 62.79%-49.5pp | 36.46%-23.2pp |
| Employer contribution / active EE | $2,468 | $1,512+63.3% | $4,154-40.6% | $2,529-2.4% |
| Participant deferral / active EE | $4,464 | $2,157+107.0% | $5,453-18.1% | $3,835+16.4% |
| Admin fee / account holder | $380 | $891-57.4% | $14,116-97.3% | $1,002-62.1% |