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| Provider | Service type | Compensation |
|---|---|---|
DRIVEN PSC1 year Service code 10 B-7 TABONUCO ST STE 302 · SAN JUAN, PR 009363343 | Accounting | $10,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,224 |
ORIENTAL BANK1 year Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $6,546 |
Service code 55 600 HIGHWAY 169 S, STE 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $6,026 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,117 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,050 | $76,383-85.5% | $121,663-90.9% | $64,340-82.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | 13.18% | 16.98%-3.8pp | 147.54%-134.4pp | 24.14%-11.0pp |
| Employer contribution / active EE | $346 | $1,943-82.2% | $3,020-88.6% | $1,862-81.4% |
| Participant deferral / active EE | $1,927 | $3,149-38.8% | $4,887-60.6% | $2,980-35.3% |
| Admin fee / account holder | $87 | $4,142-97.9% | $14,289-99.4% | $3,703-97.7% |