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| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS1+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $10,367 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80110 | Recordkeeping Fees | $7,774 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $6,957 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT ADVISORS Service code 27 200 N PACIFIC HIGHWAY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $3,575 |
Filed as: EMPOWER INVESTMENT GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80110 | Investment Management | $12 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,301 | $69,823-95.3% | $76,872-95.7% | $74,460-95.6% |
| Participation rate | 74.0% | 70.0%+4.0pp | 69.6%+4.5pp | 70.7%+3.3pp |
| Annual return | 13.31% | 19.99%-6.7pp | 37.90%-24.6pp | 34.38%-21.1pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,533-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,209 | $3,558-66.0% | $3,832-68.5% | $4,530-73.3% |
| Admin fee / account holder | $24 | $398-94.0% | $5,476-99.6% | $348-93.1% |