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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLUS INC2+ years Filed as: PENSION PLUS, INC Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $17,238 |
RSM US LLP2+ years Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $8,008 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 | Other Commissions | $5,390 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,288 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
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 | $35,957 | $75,183-52.2% | $123,894-71.0% | $55,167-34.8% |
| Participation rate | 73.7% | 72.8%+0.8pp | 81.4%-7.8pp | 69.0%+4.7pp |
| Annual return | 10.48% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,483 | $2,823-47.5% | $4,617-67.9% | $1,963-24.4% |
| Participant deferral / active EE | $4,233 | $5,084-16.8% | $5,984-29.3% | $3,054+38.6% |
| Admin fee / account holder | $100 | $663-84.9% | $8,357-98.8% | $504-80.2% |