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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $25,490 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,493 |
Filed as: ENVESTNET Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $10,855 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GEEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,725 | $101,672+12.8% | $147,117-22.0% | $74,478+54.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.66% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,244 | $3,813-14.9% | $4,932-34.2% | $2,626+23.5% |
| Participant deferral / active EE | $2,475 | $7,305-66.1% | $8,065-69.3% | $4,350-43.1% |
| Admin fee / account holder | $1 | $1,753-99.9% | $12,993-100.0% | $1,946-100.0% |