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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 00902 | Other Commissions | $819 |
PENSION PLUS INC1 year Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $167 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $83 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47 |
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 | $17,029 | $46,599-63.5% | $64,101-73.4% | $75,173-77.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 7.11% | 26.06%-18.9pp | 33.72%-26.6pp | 160.72%-153.6pp |
| Employer contribution / active EE | $48 | $1,975-97.6% | $2,749-98.2% | $2,671-98.2% |
| Participant deferral / active EE | $1,475 | $2,837-48.0% | $3,881-62.0% | $4,126-64.3% |
| Admin fee / account holder | $5 | $2,956-99.8% | $3,070-99.8% | $5,651-99.9% |