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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 | $50,919-68.1% | $155,556-89.5% | $77,762-79.1% |
| Participation rate | 81.9% | 63.1%+18.8pp | 78.2%+3.6pp | 70.6%+11.3pp |
| Annual return | 11.11% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.2pp |
| Employer contribution / active EE | $1,675 | $1,991-15.9% | $4,675-64.2% | $2,728-38.6% |
| Participant deferral / active EE | $1,633 | $2,824-42.2% | $5,631-71.0% | $4,651-64.9% |
| Admin fee / account holder | $181 | $437-58.5% | $15,885-98.9% | $433-58.1% |