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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 | $36,002+76.9% | $161,489-60.6% | $64,728-1.6% |
| Participation rate | 81.9% | 57.4%+24.5pp | 78.7%+3.2pp | 57.9%+24.0pp |
| Annual return | 13.25% | 33.93%-20.7pp | 89.72%-76.5pp | 49.38%-36.1pp |
| Employer contribution / active EE | $2,468 | $1,380+78.9% | $4,268-42.2% | $2,243+10.1% |
| Participant deferral / active EE | $4,464 | $1,815+146.0% | $5,630-20.7% | $2,729+63.6% |
| Admin fee / account holder | $380 | $931-59.2% | $16,006-97.6% | $1,145-66.9% |