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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 PO BOX 363428 · SAN JUAN, PR 00936 | Other Fees | $2,610 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORK LLC Service code 55 2301 ROSECRANS AVE. #1500 · EL SEGUNDO, CA 90245 | Other Commissions | $1,014 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $653 |
PENSON PLUS INC2 years Service code 13 | Contract Administrator | $653 |
Filed as: EMPOWER ADVISOR GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PENSION PLUS INC2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,279 | $202,156-94.4% | $184,256-93.9% | - |
| Participation rate | 96.0% | 85.7%+10.3pp | 86.8%+9.1pp | - |
| Annual return | 3.16% | 6.91%-3.8pp | 28.85%-25.7pp | - |
| Employer contribution / active EE | $946 | $4,387-78.4% | $6,427-85.3% | - |
| Participant deferral / active EE | $1,231 | $6,520-81.1% | $9,133-86.5% | - |
| Admin fee / account holder | $14 | $12,473-99.9% | $13,899-99.9% | - |