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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK9 years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $22,205 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,363 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | Contract Administrator | $3,834 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,316 | $59,467-44.0% | $93,727-64.5% | $74,478-55.3% |
| Participation rate | 94.7% | 59.6%+35.1pp | 68.7%+26.0pp | 67.2%+27.5pp |
| Annual return | 14.92% | 82.14%-67.2pp | 133.83%-118.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $724 | $1,267-42.9% | $2,421-70.1% | $2,626-72.4% |
| Participant deferral / active EE | $2,879 | $3,052-5.7% | $4,417-34.8% | $4,350-33.8% |
| Admin fee / account holder | $139 | $3,028-95.4% | $8,292-98.3% | $1,946-92.9% |