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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS, LLC Service code 55 200 N. SEPULVEDA #1200 · EL SEGUNDO, CA 90245 | Other Commissions | $9,393 |
PROFESSIONAL BENEFIT SERVICES2+ years Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $2,348 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,041 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20 |
PROFESSIONAL BENEFIT SERVICES3+ years Service code 13 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Contract Administrator | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,986 | $85,766-20.7% | $136,298-50.1% | $70,126-3.1% |
| Participation rate | 45.9% | 74.2%-28.3pp | 81.9%-36.0pp | 69.5%-23.6pp |
| Annual return | 12.09% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,093 | $2,966-63.2% | $4,696-76.7% | $2,343-53.3% |
| Participant deferral / active EE | $2,064 | $5,051-59.1% | $6,247-67.0% | $3,332-38.0% |
| Admin fee / account holder | $27 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |