Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $4,953 |
Filed as: EMPOWER ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,963 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,948 | $110,083-81.9% | $151,645-86.8% | $68,490-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.17% | -10.12%-6.0pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,143 | $4,470-74.4% | $6,165-81.5% | $2,597-56.0% |
| Participant deferral / active EE | $1,862 | $6,526-71.5% | $8,363-77.7% | $4,028-53.8% |
| Admin fee / account holder | $2,147 | $7,718-72.2% | $11,614-81.5% | $5,403-60.3% |