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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,294 |
SANTANDER SECURITIES CORP2+ years Service code 55 B7 TABONUCO STREET SANTANDER TOWER · GUAYNABO, PR 00968 | Other Commissions | $29,705 |
BANCO POPULAR DE PUERTO RICO2+ years Filed as: BANCO SANTANDER DE PUERTO RICO Service code 25 32 ARTERIAL HOSTOS AVE 2ND FL · SAN JUAN, PR 00917 | Directed Trustee | $4,809 |
Filed as: BENEFIT CONSULTING GROUP OF PR INC. Service code 13 | Contract Administrator | $3,821 |
Service code 13 URB BALDRICH 109 · HATO REY, PR 009183306 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,381 | $51,244-38.8% | $80,977-61.2% | $55,167-43.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 6.95% | 17.39%-10.4pp | 17.11%-10.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,248 | $1,770+27.0% | $3,715-39.5% | $1,963+14.6% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $152 | $398-61.9% | $5,517-97.2% | $504-69.9% |