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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,962 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,327 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,000 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,175 |
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 | $76,756 | $58,264+31.7% | $86,617-11.4% | $71,495+7.4% |
| Participation rate | 95.0% | 65.0%+30.0pp | 71.7%+23.3pp | 67.9%+27.1pp |
| Annual return | 19.67% | 21.63%-2.0pp | 591.91%-572.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $4,271 | $2,574+65.9% | $3,023+41.3% | $2,589+64.9% |
| Participant deferral / active EE | $3,636 | $3,436+5.8% | $4,437-18.1% | $4,291-15.3% |
| Admin fee / account holder | $320 | $1,057-69.8% | $5,613-94.3% | $1,588-79.9% |