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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLUS INC6+ years Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $22,366 |
NATIONWIDE6+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $12,149 |
Service code 55 | Other Commissions | $5,531 |
Filed as: CLARKE LANZEN SKALLA INVST FIRM, LL Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $1,424 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
PENSION PLUS INC3 years Filed as: PENSION PLUS, INC Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,369 | $49,255-76.9% | $70,494-83.9% | $79,856-85.8% |
| Participation rate | 33.9% | 69.2%-35.2pp | 75.1%-41.1pp | 69.6%-35.7pp |
| Annual return | -0.05% | 30.10%-30.2pp | 109.16%-109.2pp | 31.71%-31.8pp |
| Employer contribution / active EE | $6 | $2,100-99.7% | $2,738-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $775 | $2,768-72.0% | $3,711-79.1% | $3,741-79.3% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |