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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,984 |
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 | $66,299 | $83,023-20.1% | $102,437-35.3% | $77,762-14.7% |
| Participation rate | 51.7% | 71.5%-19.8pp | 74.5%-22.8pp | 70.6%-18.9pp |
| Annual return | 10.19% | 19.12%-8.9pp | 24.95%-14.8pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,483 | $3,552-58.2% | $3,871-61.7% | $2,728-45.6% |
| Participant deferral / active EE | $2,395 | $4,110-41.7% | $5,060-52.7% | $4,651-48.5% |
| Admin fee / account holder | $322 | $639-49.6% | $8,388-96.2% | $433-25.6% |