Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDEN GATE RETIREMENT CONSULTANTS10+ years Service code 10 · EIN 20-1734977 395 OYSTER POINT BLVD · SOUTH SAN FRANCISCO, CA 94080 | Accounting | $22,221 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 06-0974148 8515 EAST ORCHARD RO · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,015 |
Filed as: EMPOWER ADVISORY Service code 23 · EIN 06-0974148 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment management; Insurance serv... | $908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,143 | $65,191+6.1% | $153,416-54.9% | $65,191+6.1% |
| Participation rate | 72.1% | 63.0%+9.1pp | 74.3%-2.3pp | 63.0%+9.1pp |
| Annual return | 11.12% | 51.24%-40.1pp | 17.84%-6.7pp | 51.24%-40.1pp |
| Employer contribution / active EE | $1,657 | $2,400-31.0% | $3,764-56.0% | $2,400-31.0% |
| Participant deferral / active EE | $2,611 | $2,671-2.2% | $4,723-44.7% | $2,671-2.2% |
| Admin fee / account holder | $28 | $907-96.9% | $13,095-99.8% | $907-96.9% |