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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMNET ADVISOR LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,154 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,535 |
CARBONELL & CO. LLP2 years Service code 10 PO BOX 270010 · SAN JUAN, PR 00928 | Accounting | $10,296 |
PENSION PLUS INC3 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $4,631 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,849 | $101,672-62.8% | $147,117-74.3% | $74,478-49.2% |
| Participation rate | 86.1% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 11.46% | 8757.83%-8746.4pp | 420.54%-409.1pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $952 | $3,813-75.0% | $4,932-80.7% | $2,626-63.8% |
| Participant deferral / active EE | $2,614 | $7,305-64.2% | $8,065-67.6% | $4,350-39.9% |
| Admin fee / account holder | $189 | $1,753-89.2% | $12,993-98.5% | $1,946-90.3% |