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| Provider | Service type | Compensation |
|---|---|---|
GUSTAVO VELEZ PIZARRO5 years Service code 99 B5 CALLE TABONUCO · GUAYNABO, PR 00968 | Other Fees | $20,007 |
MAYTZA CAMACHO4 years Filed as: MAYTZA CAMACHO DBA RETIREMENT LEGAC Service code 13 PO BOX 1469 · DORADO, PR 00646 | Contract Administrator | $16,990 |
Filed as: JOSE CRUZ ALVERIO Service code 99 U35A THOMAS JEFFERSON ST · CAGUAS, PR 00725 | Other Fees | $8,936 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VLG, CO 80111 | Investment Management | $5,399 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $2,174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VLG, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,242 | $50,902-74.0% | $155,534-91.5% | $77,736-83.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 9.75% | 34.85%-25.1pp | 64.92%-55.2pp | 31.26%-21.5pp |
| Employer contribution / active EE | $1,904 | $1,991-4.4% | $4,675-59.3% | $2,728-30.2% |
| Participant deferral / active EE | $507 | $2,824-82.1% | $5,630-91.0% | $4,651-89.1% |
| Admin fee / account holder | $132 | $437-69.8% | $15,900-99.2% | $433-69.5% |