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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK2 years Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $4,675 |
Filed as: EMPOWER ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,973 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $20,347 | $125,797-83.8% | $170,043-88.0% | $75,173-72.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.93% | 27.20%-13.3pp | 53.40%-39.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,055 | $4,616-77.2% | $6,790-84.5% | $2,671-60.5% |
| Participant deferral / active EE | $1,748 | $6,838-74.4% | $10,410-83.2% | $4,126-57.6% |
| Admin fee / account holder | $3,141 | $8,177-61.6% | $12,824-75.5% | $5,651-44.4% |