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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $241,403 |
CENTAURUS FINANCIAL INC2 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 | Other Commissions | $107,598 |
Service code 13 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Contract Administrator | $38,470 |
FIDUCIARY CONSULTING GROUP2 years Service code 99 1832 WARD DR STE 101 · MURFEESBORO, TN 37129 | Other Fees | $27,121 |
CENTAURUS FINANCIAL INC2 years Service code 55 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,614 | $45,382-39.2% | $154,111-82.1% | $75,289-63.3% |
| Participation rate | 33.2% | 65.9%-32.7pp | 83.0%-49.8pp | 72.4%-39.2pp |
| Annual return | -2.70% | -0.47%-2.2pp | 735.18%-737.9pp | -0.04%-2.7pp |
| Employer contribution / active EE | $51 | $1,533-96.6% | $5,298-99.0% | $2,405-97.9% |
| Participant deferral / active EE | $1,192 | $2,384-50.0% | $5,081-76.5% | $3,739-68.1% |
| Admin fee / account holder | $251 | $89+180.6% | $13,411-98.1% | $102+145.0% |