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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 | $36,904-15.9% | $158,223-80.4% | $65,191-52.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 9.37% | 24.43%-15.1pp | 52.09%-42.7pp | 51.24%-41.9pp |
| Employer contribution / active EE | $3,324 | $1,489+123.2% | $4,109-19.1% | $2,400+38.5% |
| Participant deferral / active EE | $1,480 | $1,936-23.5% | $5,467-72.9% | $2,671-44.6% |
| Admin fee / account holder | $172 | $793-78.3% | $16,047-98.9% | $907-81.0% |