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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,788 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,462 |
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 | $60,918 | $77,472-21.4% | $100,392-39.3% | $80,935-24.7% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.6pp | 67.7%+29.5pp |
| Annual return | 11.77% | 37.26%-25.5pp | 49.45%-37.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,525 | $2,800+25.9% | $3,941-10.6% | $2,757+27.9% |
| Participant deferral / active EE | $7,190 | $6,818+5.5% | $8,090-11.1% | $4,299+67.2% |
| Admin fee / account holder | $199 | $5,885-96.6% | $7,904-97.5% | $6,924-97.1% |