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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 238 CANYON LAKES PL · SAN RAMON, CA 94582 | Advisory (Plan) | $50,922 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,305 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,741 |
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 | $58,162 | $50,860+14.4% | $155,574-62.6% | $77,714-25.2% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 16.28% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $2,280 | $1,991+14.6% | $4,676-51.2% | $2,727-16.4% |
| Participant deferral / active EE | $4,161 | $2,825+47.3% | $5,629-26.1% | $4,649-10.5% |
| Admin fee / account holder | $359 | $436-17.7% | $15,914-97.7% | $433-17.1% |