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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) | $56,473 |
LUIS CANDELARIO ROSARIO1 year Filed as: LUIS RODRIGUEZ SANABRIA Service code 10 255 PONCE DE LEON AVE STE 1204 · HATO REY, PR 00917 | Accounting | $43,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,292 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $29,160 | $66,459-56.1% | $81,353-64.2% | $77,736-62.5% |
| Participation rate | 30.3% | 68.7%-38.4pp | 69.5%-39.3pp | 70.6%-40.3pp |
| Annual return | 11.51% | 15.95%-4.4pp | 24.82%-13.3pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,008 | $2,156-53.2% | $2,464-59.1% | $2,728-63.0% |
| Participant deferral / active EE | $2,529 | $3,674-31.2% | $3,885-34.9% | $4,651-45.6% |
| Admin fee / account holder | $130 | $585-77.7% | $5,766-97.7% | $433-69.9% |