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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC10+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $27,331 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,738 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,175 |
PARITER SECURITIES8 years Service code 27 243 ROAD #2 · GUAYNABO, PR 00966 | Advisory (Plan) | $11,712 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,808 |
ABARCA & ASSOCIATES PSC1 year Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,200 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,795 | $65,960-79.1% | $81,844-83.1% | $77,736-82.3% |
| Participation rate | 70.5% | 65.8%+4.8pp | 72.4%-1.8pp | 70.6%0pp |
| Annual return | 8.22% | 26.64%-18.4pp | 778.87%-770.7pp | 31.26%-23.0pp |
| Employer contribution / active EE | $151 | $2,375-93.7% | $2,916-94.8% | $2,728-94.5% |
| Participant deferral / active EE | $1,172 | $3,505-66.6% | $4,323-72.9% | $4,651-74.8% |
| Admin fee / account holder | $140 | $526-73.5% | $7,355-98.1% | $433-67.8% |