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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLUS INC3 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $884 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,258 | $59,105-94.5% | $160,009-98.0% | $66,938-95.1% |
| Participation rate | 91.7% | 68.1%+23.7pp | 78.0%+13.8pp | 69.8%+21.9pp |
| Annual return | -13.18% | -12.26%-0.9pp | 408.85%-422.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $413 | $4,395-90.6% | $6,183-93.3% | $4,238-90.3% |
| Admin fee / account holder | $0 | $591-100.0% | $8,715-100.0% | $594-100.0% |