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| Provider | Service type | Compensation |
|---|---|---|
LUIS CANDELARIO ROSARIO1 year Filed as: LUIS QUINONES ARCHILLA Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $7,670 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST PRCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,035 |
Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P O BOX 2200 · AUSTIN, TX 46801 | Other Commissions | $1,322 |
Filed as: LEAFHOSE FINANCIAL ADVISORS LLC Service code 99 6504 BRDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $959 |
Filed as: JOHN HANCOCK Service code 15 · EIN 66-0390864 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,397 | $123,793-58.5% | $177,848-71.1% | $79,856-35.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.40% | 22.82%-15.4pp | 48.33%-40.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,757 | $4,095-57.1% | $5,919-70.3% | $2,471-28.9% |
| Participant deferral / active EE | $2,013 | $5,956-66.2% | $7,714-73.9% | $3,741-46.2% |
| Admin fee / account holder | $3,329 | $7,243-54.0% | $12,431-73.2% | $5,306-37.3% |