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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,911 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Investment Management | $9,149 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $4,426 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $3,921 |
Service code 13 | Contract Administrator | $1,978 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: A & A EMPLOYEE BENEFITS Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
Participant contribution per participant 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 | $9,736 | $59,191-83.6% | $76,767-87.3% | $56,289-82.7% |
| Participation rate | 87.9% | 75.2%+12.7pp | 77.0%+10.9pp | 69.9%+18.0pp |
| Annual return | -5.75% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,026 | $3,255-68.5% | $3,852-73.4% | $3,350-69.4% |
| Admin fee / account holder | $124 | $489-74.7% | $6,675-98.1% | $521-76.2% |