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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $40,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,478 | $47,163+4.9% | $149,696-66.9% | $74,460-33.6% |
| Participation rate | 75.3% | 63.4%+11.9pp | 78.8%-3.5pp | 70.7%+4.5pp |
| Annual return | 17.03% | 22.75%-5.7pp | 134.46%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,094 | $1,907+9.8% | $4,821-56.6% | $2,638-20.6% |
| Participant deferral / active EE | $4,067 | $2,730+49.0% | $5,682-28.4% | $4,530-10.2% |
| Admin fee / account holder | $297 | $343-13.3% | $13,212-97.8% | $348-14.6% |