Filed January 29, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 | Other Commissions | $19,856 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,776 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC. Service code 13 | Contract Administrator | $4,300 |
SAN DIEGO PENSION CONSULTANTS3+ years Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $720 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $24 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,530 | $64,359+53.1% | $90,161+9.3% | $70,126+40.5% |
| Participation rate | 34.4% | 70.4%-36.0pp | 76.9%-42.5pp | 69.5%-35.1pp |
| Annual return | 13.73% | 28.13%-14.4pp | 34.89%-21.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,674 | $4,389-61.9% | $5,287-68.3% | $3,332-49.8% |
| Admin fee / account holder | $253 | $3,945-93.6% | $5,943-95.7% | $4,645-94.6% |