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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,029 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 | Other Commissions | $34,011 |
RSM US LLP1+ years Filed as: RSM Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $30,620 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,656 |
PENSION PLUS INC1+ years Filed as: PENSION PLUS, INC. Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $10,000 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS, LLC. Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,318 | $88,324-15.9% | $115,037-35.4% | $55,191+34.7% |
| Participation rate | 97.1% | 72.5%+24.6pp | 81.4%+15.8pp | 69.2%+28.0pp |
| Annual return | 1.14% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,668 | $2,805+30.8% | $4,608-20.4% | $1,899+93.2% |
| Participant deferral / active EE | $2,076 | $5,042-58.8% | $6,026-65.6% | $3,046-31.9% |
| Admin fee / account holder | $23 | $105-77.9% | $8,175-99.7% | $91-74.3% |