Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,175 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,247 |
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 | $114,021 | $82,979+37.4% | $102,412+11.3% | $77,736+46.7% |
| Participation rate | 83.8% | 71.5%+12.3pp | 74.5%+9.3pp | 70.6%+13.2pp |
| Annual return | 14.96% | 19.11%-4.2pp | 24.94%-10.0pp | 31.26%-16.3pp |
| Employer contribution / active EE | $4,379 | $3,554+23.2% | $3,870+13.2% | $2,728+60.5% |
| Participant deferral / active EE | $10,270 | $4,109+149.9% | $5,060+103.0% | $4,651+120.8% |
| Admin fee / account holder | $268 | $639-58.0% | $8,388-96.8% | $433-38.1% |