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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) | $18,984 |
CARBONELL & CO. LLP1 year Service code 10 PO BOX 270010 · SAN JUAN, PR 00928 | Accounting | $9,620 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,010 |
PENSION PLUS INC2 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $3,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $38,507 | $95,417-59.6% | $135,974-71.7% | $74,460-48.3% |
| Participation rate | 69.0% | 78.2%-9.2pp | 81.9%-12.9pp | 70.7%-1.7pp |
| Annual return | 15.80% | 32.76%-17.0pp | 68.30%-52.5pp | 34.38%-18.6pp |
| Employer contribution / active EE | $713 | $3,878-81.6% | $4,859-85.3% | $2,638-73.0% |
| Participant deferral / active EE | $1,882 | $7,789-75.8% | $7,760-75.7% | $4,530-58.5% |
| Admin fee / account holder | $85 | $266-68.0% | $10,767-99.2% | $348-75.5% |