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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 66-0708309 | Contract Administrator | $115,437 |
ORIENTAL BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $32,219 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES INC Service code 55 32-16 BROADWAY STE 2 · FAIR LAWN, NJ 074104600 | Other Commissions | $25,517 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHAD RD · GREENVILLAGE, CO 801115002 | Investment Management | $29 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENVILLAGE, CO 801115002 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $42,909-27.7% | $152,093-79.6% | $71,012-56.3% |
| Participation rate | 100.0% | 54.7%+45.3pp | 77.8%+22.2pp | 58.6%+41.4pp |
| Annual return | 9.37% | 30.57%-21.2pp | 66.36%-57.0pp | 37.67%-28.3pp |
| Employer contribution / active EE | $3,324 | $1,369+142.8% | $4,175-20.4% | $2,348+41.6% |
| Participant deferral / active EE | $1,480 | $1,904-22.2% | $5,451-72.8% | $3,246-54.4% |
| Admin fee / account holder | $172 | $1,014-83.0% | $14,497-98.8% | $1,167-85.3% |