Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,489 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,498 | $83,369-20.2% | $105,223-36.8% | $67,986-2.2% |
| Participation rate | 53.3% | 56.3%-3.0pp | 75.0%-21.8pp | 57.2%-3.9pp |
| Annual return | 10.89% | 24.64%-13.7pp | 180.65%-169.8pp | 31.67%-20.8pp |
| Employer contribution / active EE | $1,452 | $2,541-42.9% | $3,689-60.6% | $2,019-28.1% |
| Participant deferral / active EE | $2,419 | $3,295-26.6% | $5,072-52.3% | $3,358-28.0% |
| Admin fee / account holder | $358 | $4,073-91.2% | $8,859-96.0% | $3,203-88.8% |