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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,729 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,072 | $86,655-12.2% | $119,622-36.4% | $66,938+13.6% |
| Participation rate | 52.7% | 75.6%-22.8pp | 79.3%-26.5pp | 69.8%-17.1pp |
| Annual return | -13.30% | -8.00%-5.3pp | -14.98%+1.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,601 | $2,536-36.9% | $4,232-62.2% | $2,545-37.1% |
| Participant deferral / active EE | $2,815 | $4,358-35.4% | $5,601-49.7% | $4,238-33.6% |
| Admin fee / account holder | $367 | $755-51.4% | $10,328-96.5% | $594-38.2% |