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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 | $84,980 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 | Other Commissions | $43,691 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,417 |
PENSION PLUS INC3+ years Filed as: PENSION PLUS, INC. Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $21,410 |
RSM US LLP3+ years Filed as: RSM Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $13,156 |
CETERA ADVISOR NETWORKS LLC3+ 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.
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 | $77,328 | $155,795-50.4% | $136,297-43.3% | $69,631+11.1% |
| Participation rate | 75.3% | 75.2%+0.1pp | 81.9%-6.6pp | 70.7%+4.6pp |
| Annual return | 10.30% | 232464.33%-232454.0pp | 5156.19%-5145.9pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $3,635 | $2,991+21.5% | $4,696-22.6% | $2,032+78.9% |
| Participant deferral / active EE | $2,609 | $5,394-51.6% | $6,247-58.2% | $3,224-19.1% |
| Admin fee / account holder | $53 | $128-58.3% | $9,244-99.4% | $110-51.6% |