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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,271 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,142 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,648 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $840 |
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 | $68,209 | $51,226+33.2% | $82,744-17.6% | $66,938+1.9% |
| Participation rate | 98.2% | 67.9%+30.3pp | 72.6%+25.6pp | 69.8%+28.3pp |
| Annual return | -17.94% | -9.61%-8.3pp | 702.22%-720.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,416 | $2,612+69.0% | $3,008+46.8% | $2,545+73.5% |
| Participant deferral / active EE | $3,506 | $3,460+1.3% | $4,395-20.2% | $4,238-17.3% |
| Admin fee / account holder | $302 | $416-27.4% | $5,325-94.3% | $594-49.2% |