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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,244 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,681 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $3,974 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,966 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,880 | $60,504+41.9% | $81,882+4.9% | $74,478+15.3% |
| Participation rate | 99.2% | 62.9%+36.2pp | 72.4%+26.8pp | 67.2%+31.9pp |
| Annual return | 15.50% | 16.91%-1.4pp | 779.47%-764.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $3,781 | $2,627+44.0% | $2,916+29.7% | $2,626+44.0% |
| Participant deferral / active EE | $3,668 | $3,400+7.9% | $4,323-15.2% | $4,350-15.7% |
| Admin fee / account holder | $540 | $1,492-63.8% | $7,360-92.7% | $1,946-72.2% |