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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,660 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,261 |
SANTANDER SECURITIES CORP3+ years Filed as: SANTANDER SECURITIES CORP. Service code 55 13-7 TABONUCO ST. #1800 · GUAYNABO, PR 00968 | Other Commissions | $6,610 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,029 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $788 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,394 | $64,909-82.4% | $82,312-86.2% | $62,293-81.7% |
| Participation rate | 84.4% | 74.9%+9.5pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 11.85% | 21.18%-9.3pp | 25.88%-14.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,134 | $3,103-63.5% | $3,706-69.4% | $3,169-64.2% |
| Admin fee / account holder | $125 | $440-71.5% | $5,608-97.8% | $479-73.9% |