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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · MOSTON, MA 02109 | Recordkeeping Fees | $295,048 |
CENTAURUS FINANCIAL INC6 years Filed as: CENTAURUS FINANCIAL INC. Service code 55 | Other Commissions | $160,291 |
Service code 13 8523 S REDWOOD RD · WEST JORDAN, UT 84088 | Contract Administrator | $75,476 |
CENTAURUS FINANCIAL INC6 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,265 | $45,000-30.5% | $143,799-78.3% | $77,906-59.9% |
| Participation rate | 33.0% | 66.8%-33.8pp | 80.3%-47.3pp | 73.7%-40.7pp |
| Annual return | -14.51% | 29.03%-43.5pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,495 | $3,157-52.7% | $5,638-73.5% | $4,805-68.9% |
| Admin fee / account holder | $233 | $98+136.5% | $14,677-98.4% | $133+75.6% |