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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $26,763 |
ORIENTAL BANK3 years Service code 25 PO BOX 195599 · SAN JUAN, PR 00919 | Directed Trustee | $9,055 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,357 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,512 |
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 | $49,104 | $84,482-41.9% | $125,363-60.8% | $66,930-26.6% |
| Participation rate | 80.2% | 76.4%+3.7pp | 82.4%-2.2pp | 69.8%+10.3pp |
| Annual return | -14.27% | -8.49%-5.8pp | 572.15%-586.4pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,683 | $3,553-52.6% | $4,815-65.0% | $2,545-33.9% |
| Participant deferral / active EE | $3,649 | $6,782-46.2% | $7,447-51.0% | $4,238-13.9% |
| Admin fee / account holder | $243 | $685-64.5% | $10,005-97.6% | $593-59.0% |