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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 | $8,550 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $3,695 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $323 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $300 |
PENSION PLUS INC2 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $19 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,670 | $65,390-89.8% | $169,385-96.1% | $71,495-90.7% |
| Participation rate | 86.8% | 67.0%+19.9pp | 77.2%+9.7pp | 67.9%+18.9pp |
| Annual return | 29.01% | 21.31%+7.7pp | 405.82%-376.8pp | 28.85%+0.2pp |
| Employer contribution / active EE | $761 | $2,079-63.4% | $4,012-81.0% | $2,589-70.6% |
| Participant deferral / active EE | $2,149 | $4,367-50.8% | $6,221-65.5% | $4,291-49.9% |
| Admin fee / account holder | $68 | $1,324-94.9% | $9,011-99.2% | $1,588-95.7% |