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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,961 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $87,778 | $93,617-6.2% | $135,982-35.4% | $75,177+16.8% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 16.15% | 30.89%-14.7pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $1,607 | $3,538-54.6% | $4,859-66.9% | $2,671-39.8% |
| Participant deferral / active EE | $11,292 | $6,406+76.3% | $7,760+45.5% | $4,126+173.6% |
| Admin fee / account holder | $336 | $6,980-95.2% | $10,767-96.9% | $5,651-94.1% |