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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · MOSTON, MA 02109 | Recordkeeping Fees | $218,831 |
CENTAURUS FINANCIAL INC3 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 | Other Commissions | $121,809 |
Service code 13 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Contract Administrator | $87,884 |
CENTAURUS FINANCIAL INC3 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 | $31,115 | $47,456-34.4% | $172,752-82.0% | $77,775-60.0% |
| Participation rate | 32.8% | 66.3%-33.4pp | 82.6%-49.8pp | 73.2%-40.4pp |
| Annual return | 21.68% | 35.57%-13.9pp | 802.97%-781.3pp | 32.58%-10.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,284 | $2,560-49.8% | $5,198-75.3% | $3,966-67.6% |
| Admin fee / account holder | $213 | $81+163.3% | $13,955-98.5% | $100+112.7% |