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| Provider | Service type | Compensation |
|---|---|---|
POPULAR SECURITIES, INC.3 years Filed as: POPULAR SECURITIES LLC Service code 27 208 PONCE DE LEON AVE STE 1200 · SAN JUAN, PR 00918 | Advisory (Plan) | $23,387 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GRRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,227 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $18,708 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,377 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,263 | $50,820-68.0% | $155,567-89.5% | $77,671-79.1% |
| Participation rate | 81.9% | 63.1%+18.7pp | 78.2%+3.7pp | 70.6%+11.3pp |
| Annual return | 11.11% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $1,675 | $1,993-15.9% | $4,674-64.2% | $2,726-38.5% |
| Participant deferral / active EE | $1,633 | $2,823-42.1% | $5,628-71.0% | $4,648-64.9% |
| Admin fee / account holder | $181 | $436-58.4% | $15,916-98.9% | $430-57.9% |