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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,996 |
RODRIGUEZ TORRES3 years Service code 27 273 PONCE DE LEON AVE · HATO REY, PR 00917 | Advisory (Plan) | $19,320 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $19,102 |
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $11,731 |
ORIENTAL PENSION CONSULTANTS6 years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,852 | $101,672+20.8% | $147,117-16.5% | $74,478+65.0% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 13.58% | 8757.83%-8744.2pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $5,692 | $3,813+49.3% | $4,932+15.4% | $2,626+116.7% |
| Participant deferral / active EE | $4,473 | $7,305-38.8% | $8,065-44.5% | $4,350+2.8% |
| Admin fee / account holder | $587 | $1,753-66.5% | $12,993-95.5% | $1,946-69.8% |