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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · MOSTON, MA 02109 | Recordkeeping Fees | $251,768 |
CENTAURUS FINANCIAL INC4 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 | Other Commissions | $138,271 |
Service code 13 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Contract Administrator | $75,278 |
CENTAURUS FINANCIAL INC4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,811 | $56,095-39.7% | $178,499-81.1% | $90,274-62.5% |
| Participation rate | 32.2% | 65.6%-33.3pp | 81.9%-49.7pp | 73.4%-41.1pp |
| Annual return | 13.31% | 28.81%-15.5pp | 151.10%-137.8pp | 53.97%-40.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,265 | $2,669-52.6% | $5,202-75.7% | $4,231-70.1% |
| Admin fee / account holder | $211 | $101+109.2% | $13,986-98.5% | $114+84.6% |