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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,680 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,707 | $95,438-68.9% | $135,982-78.2% | $74,473-60.1% |
| Participation rate | 42.6% | 78.2%-35.7pp | 81.9%-39.4pp | 70.7%-28.2pp |
| Annual return | 18.35% | 32.61%-14.3pp | 68.32%-50.0pp | 34.36%-16.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,908 | $7,790-49.8% | $7,760-49.6% | $4,530-13.7% |
| Admin fee / account holder | $182 | $259-29.7% | $10,767-98.3% | $347-47.6% |