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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,968 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,901 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,821 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,514 |
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 | $59,821 | $45,343+31.9% | $150,298-60.2% | $67,986-12.0% |
| Participation rate | 99.4% | 51.9%+47.6pp | 77.8%+21.7pp | 57.2%+42.2pp |
| Annual return | 17.61% | 33.28%-15.7pp | 62.79%-45.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $3,425 | $1,462+134.3% | $4,154-17.5% | $2,019+69.7% |
| Participant deferral / active EE | $5,989 | $2,055+191.5% | $5,453+9.8% | $3,358+78.3% |
| Admin fee / account holder | $328 | $2,250-85.4% | $14,116-97.7% | $3,203-89.8% |