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| Provider | Service type | Compensation |
|---|---|---|
NEXUS ADMINISTRATORS, INC.3 years Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $14,854 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,397 |
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 | $47,068 | $54,729-14.0% | $86,235-45.4% | $71,529-34.2% |
| Participation rate | 96.5% | 60.1%+36.4pp | 69.0%+27.6pp | 67.9%+28.6pp |
| Annual return | 20.24% | 20.07%+0.2pp | 1170.03%-1149.8pp | 28.97%-8.7pp |
| Employer contribution / active EE | $1,228 | $1,267-3.1% | $2,381-48.4% | $2,590-52.6% |
| Participant deferral / active EE | $3,766 | $3,110+21.1% | $3,987-5.5% | $4,291-12.2% |
| Admin fee / account holder | $280 | $1,921-85.4% | $6,856-95.9% | $1,588-82.4% |