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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,562 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 25 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $12,746 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMOR AVE. · SHREWSBURY, NJ 07702 | Contract Administrator | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,814 | $59,448-51.5% | $93,696-69.2% | $74,459-61.3% |
| Participation rate | 75.0% | 59.6%+15.4pp | 68.7%+6.3pp | 67.2%+7.8pp |
| Annual return | 9.89% | 82.11%-72.2pp | 133.74%-123.8pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,058 | $1,266-16.5% | $2,422-56.3% | $2,626-59.7% |
| Participant deferral / active EE | $2,216 | $3,052-27.4% | $4,417-49.8% | $4,350-49.0% |
| Admin fee / account holder | $239 | $3,027-92.1% | $8,287-97.1% | $1,945-87.7% |