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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,717 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,945 |
TORRES A1+ years Filed as: TORRES, HERNANDEZ & PUNTER CPA CSP Service code 10 PO BOX 4846 · CAROLINA, PR 00984 | Accounting | $12,730 |
PARITER SECURITIES1+ years Filed as: PARITER SECURITIES LLC Service code 27 243 ROAD #2 · GUAYNABO, PR 00966 | Advisory (Plan) | $10,016 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 55 | Other Commissions | $8,784 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,442 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,153 |
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.
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 | $11,038 | $38,925-71.6% | $73,836-85.1% | $55,191-80.0% |
| Participation rate | 85.6% | 66.0%+19.6pp | 73.4%+12.2pp | 69.2%+16.5pp |
| Annual return | -2.29% | 6.31%-8.6pp | 2268.06%-2270.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $69 | $1,695-95.9% | $2,787-97.5% | $1,899-96.4% |
| Participant deferral / active EE | $494 | $2,351-79.0% | $3,583-86.2% | $3,046-83.8% |
| Admin fee / account holder | $151 | $83+81.8% | $4,882-96.9% | $91+65.9% |