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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES INC. Service code 27 32-16 BROADWAY 2ND FLOOR · FAIR LAWN, NJ 07410 | Advisory (Plan) | $13,412 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,222 |
CANDELARIO ROSARIO, LUIS1 year Service code 99 HC 71 BOX 7224 · CAYEY, PR 00736 | Other Fees | $4,000 |
Service code 13 PMB 221 405 ESMERALDA AVE · GUAYNABO, PR 009694227 | Contract Administrator | $3,353 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 99 250 AVE LUIS MUNOZ RIVERA · SAN JUAN, PR 00918 | Other Fees | $2,386 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 99 | Other Fees | $306 |
PENSIONS PLUS, INC.1 year Filed as: PENSIONS ADMINISTRATORS GROUP INC. Service code 99 PO BOX 9023794 · SAN JUAN, PR 009023794 | Other Fees | -$531 |
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.
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 | $29,486 | $122,063-75.8% | $184,256-84.0% | $74,478-60.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.84% | 19.92%-6.1pp | 28.85%-15.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $858 | $4,539-81.1% | $6,427-86.6% | $2,626-67.3% |
| Participant deferral / active EE | $1,179 | $7,144-83.5% | $9,133-87.1% | $4,350-72.9% |
| Admin fee / account holder | $253 | $1,253-79.8% | $13,899-98.2% | $1,946-87.0% |