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| Provider | Service type | Compensation |
|---|---|---|
NEXUS ADMINISTRATORS, INC.2 years Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $10,505 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,225 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,872 | $49,471-17.4% | $79,583-48.6% | $66,949-39.0% |
| Participation rate | 94.7% | 61.4%+33.3pp | 69.5%+25.2pp | 69.8%+24.8pp |
| Annual return | -16.48% | 84.30%-100.8pp | 0.16%-16.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,070 | $1,266-15.5% | $2,414-55.6% | $2,545-57.9% |
| Participant deferral / active EE | $4,188 | $3,160+32.5% | $3,986+5.1% | $4,239-1.2% |
| Admin fee / account holder | $236 | $595-60.3% | $6,835-96.5% | $594-60.2% |