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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,879 |
PENSION PLUS INC2+ years Filed as: PENSION PLUS, INC. Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $39,646 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 | Other Commissions | $35,166 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,193 |
RSM US LLP2+ years Filed as: RSM Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $17,560 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS, LLC. Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
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).
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 | $71,927 | $80,177-10.3% | $123,894-41.9% | $57,658+24.7% |
| Participation rate | 76.5% | 74.4%+2.1pp | 81.4%-4.9pp | 70.2%+6.3pp |
| Annual return | 6.02% | 17.90%-11.9pp | 47.52%-41.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,209 | $2,913+10.2% | $4,617-30.5% | $1,974+62.6% |
| Participant deferral / active EE | $2,242 | $5,130-56.3% | $5,984-62.5% | $3,061-26.7% |
| Admin fee / account holder | $40 | $106-62.7% | $8,357-99.5% | $95-58.1% |