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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,451 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $28,790 |
NEXUS ADMINISTRATORS, INC.4 years Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $4,375 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,766 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556 | Other Commissions | $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.
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 | $40,081 | $55,347-27.6% | $120,574-66.8% | $199,960-80.0% |
| Participation rate | 9.3% | 52.9%-43.5pp | 71.9%-62.6pp | 72.0%-62.7pp |
| Annual return | 14.48% | 15.37%-0.9pp | 107.42%-92.9pp | 34.28%-19.8pp |
| Employer contribution / active EE | $71 | $1,296-94.6% | $3,471-98.0% | $3,036-97.7% |
| Participant deferral / active EE | $346 | $2,350-85.3% | $4,996-93.1% | $5,087-93.2% |
| Admin fee / account holder | $188 | $134+39.9% | $9,445-98.0% | $269-30.3% |