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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,887 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 00902 | Other Commissions | $6,665 |
PENSION PLUS INC2 years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $4,950 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $233 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,926 | $48,337-62.9% | $67,560-73.5% | $80,959-77.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.7%+19.8pp |
| Annual return | 7.01% | 18.26%-11.2pp | 3533.50%-3526.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $44 | $2,023-97.8% | $2,737-98.4% | $2,757-98.4% |
| Participant deferral / active EE | $1,246 | $2,928-57.5% | $4,004-68.9% | $4,300-71.0% |
| Admin fee / account holder | $186 | $3,695-95.0% | $3,994-95.3% | $6,925-97.3% |