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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $301,014 |
CENTAURUS FINANCIAL INC8 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 | Other Commissions | $175,012 |
Service code 13 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Contract Administrator | $74,116 |
CENTAURUS FINANCIAL INC8 years Service code 55 4741 NORWALK AVE · SAN DIEGO, CA 92117 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,968 | $53,204-30.5% | $155,556-76.2% | $200,096-81.5% |
| Participation rate | 27.6% | 64.1%-36.5pp | 78.2%-50.6pp | 72.0%-44.4pp |
| Annual return | 15.83% | 41.02%-25.2pp | 64.84%-49.0pp | 34.26%-18.4pp |
| Employer contribution / active EE | $62 | $1,850-96.7% | $4,675-98.7% | $3,038-98.0% |
| Participant deferral / active EE | $1,342 | $3,163-57.6% | $5,631-76.2% | $5,090-73.6% |
| Admin fee / account holder | $199 | $186+7.0% | $15,885-98.7% | $269-26.2% |