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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $36,759 |
RODRIGUEZ RIVERA & TORO1 year 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 |
NPPG RECORDPKEEPING1 year 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.
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 | $45,343-79.1% | $150,298-93.7% | $67,986-86.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 11.87% | 33.28%-21.4pp | 62.79%-50.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $989 | $1,462-32.3% | $4,154-76.2% | $2,019-51.0% |
| Participant deferral / active EE | $1,665 | $2,055-19.0% | $5,453-69.5% | $3,358-50.4% |
| Admin fee / account holder | $142 | $2,250-93.7% | $14,116-99.0% | $3,203-95.6% |