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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 | $3,820 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 55 2301 ROSECRANS AVE. #1500 · EL SEGUNDO, CA 90245 | Other Commissions | $1,421 |
PENSION PLUS INC2 years Filed as: PENSION PLUS INC. Service code 13 | Contract Administrator | $117 |
PENSION PLUS INC3+ years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,803 | $55,437-96.7% | $155,534-98.8% | $74,459-97.6% |
| Participation rate | 92.1% | 61.9%+30.2pp | 78.2%+13.9pp | 67.2%+24.9pp |
| Annual return | 12.98% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $803 | $2,837-71.7% | $5,630-85.7% | $4,350-81.5% |
| Admin fee / account holder | $22 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |