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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,737 |
HICKS PENSION SERVICES9 years Service code 13 · EIN 94-2158860 3459 WEST SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $1,625 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 66 | Other insurance wrap fees; Insurance ... | $1,106 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,549 | $81,331-41.5% | $155,534-69.4% | $80,935-41.3% |
| Participation rate | 54.3% | 66.3%-12.0pp | 78.2%-24.0pp | 67.7%-13.4pp |
| Annual return | 9.55% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $313 | $3,105-89.9% | $4,675-93.3% | $2,757-88.6% |
| Participant deferral / active EE | $2,917 | $3,454-15.5% | $5,630-48.2% | $4,299-32.1% |
| Admin fee / account holder | $477 | $7,999-94.0% | $15,900-97.0% | $6,924-93.1% |