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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $36,759 |
RODRIGUEZ TORRES1 year Filed as: RODRIGUEZ RIVERA & TORO Service code 10 | Accounting | $20,976 |
OSAIC WEALTH INC1 year Service code 55 | Other Commissions | $13,371 |
ORIENTAL BANK1 year Service code 13 | Contract Administrator | $4,506 |
NPPG1 year Filed as: NPPG RECORDPKEEPING Service code 13 | Contract Administrator | $3,552 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 | Other Commissions | $2,538 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 | Advisory (Plan) | $1,759 |
NPPR RECORDKEEPING1 year Service code 13 | Contract Administrator | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC Service code 55 | Other Commissions | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 55 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,497 | $49,915-81.0% | $154,803-93.9% | $74,304-87.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 11.87% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $989 | $1,611-38.6% | $4,305-77.0% | $2,241-55.9% |
| Participant deferral / active EE | $1,665 | $2,255-26.1% | $5,540-69.9% | $3,767-55.8% |
| Admin fee / account holder | $142 | $2,189-93.5% | $14,329-99.0% | $2,969-95.2% |