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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLUS INC1 year Filed as: PENSION PLUS, INC Service code 13 PO BOX 366281 · SAN JUAN, PR 009366281 | Contract Administrator | $7,460 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,124 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $6,079 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,219 |
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.
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).
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 | $17,166 | $111,608-84.6% | $177,840-90.3% | $73,412-76.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.35% | 18.23%-3.9pp | 48.32%-34.0pp | 59.30%-44.9pp |
| Employer contribution / active EE | $382 | $3,796-89.9% | $5,919-93.5% | $2,234-82.9% |
| Participant deferral / active EE | $1,063 | $6,199-82.8% | $7,714-86.2% | $3,806-72.1% |
| Admin fee / account holder | $26 | $166-84.2% | $12,431-99.8% | $158-83.5% |