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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 | $5,955 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 2301 ROSECRANS AVE. #1500 · EL SEGUNDO, CA 90245 | Other Commissions | $1,984 |
PENSION PLUS INC3 years Filed as: PENSION PLUS INC. Service code 13 | Contract Administrator | $165 |
PENSION PLUS INC4+ years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
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 | $2,215 | $45,343-95.1% | $150,298-98.5% | $67,986-96.7% |
| Participation rate | 89.7% | 51.9%+37.9pp | 77.8%+12.0pp | 57.2%+32.5pp |
| Annual return | 22.05% | 33.28%-11.2pp | 62.79%-40.7pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $748 | $2,055-63.6% | $5,453-86.3% | $3,358-77.7% |
| Admin fee / account holder | $28 | $2,250-98.8% | $14,116-99.8% | $3,203-99.1% |