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| Provider | Service type | Compensation |
|---|---|---|
CENTAURUS FINANCIAL INC2 years Service code 55 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Other Commissions | $35,872 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,260 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,844 |
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 | $65,018 | $61,214+6.2% | $83,323-22.0% | $56,287+15.5% |
| Participation rate | 94.3% | 72.6%+21.8pp | 77.8%+16.6pp | 69.9%+24.5pp |
| Annual return | 0.42% | 0.42%0pp | 10.63%-10.2pp | -9.96%+10.4pp |
| Employer contribution / active EE | $5,714 | $1,925+196.8% | $3,379+69.1% | $2,111+170.7% |
| Participant deferral / active EE | $6,106 | $5,091+19.9% | $5,565+9.7% | $3,350+82.3% |
| Admin fee / account holder | $151 | $512-70.6% | $7,539-98.0% | $521-71.1% |