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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,781 |
RODRIGUEZ TORRES1 year Service code 27 273 PONCE DE LEON AVE · HATO REY, PR 00917 | Advisory (Plan) | $3,520 |
MMLIS1 year Service code 55 | Other Commissions | $2,185 |
ORIENTAL PENSION CONSULTANTS3 years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $150 |
ORIENTAL PENSION CONSULTANTS4 years Service code 13 1900NW CORP BLVD · BOCA RATON, FL 33431 | Contract Administrator | $15 |
Filed as: MMLS Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,363 | $82,678+8.1% | $125,391-28.7% | $68,490+30.5% |
| Participation rate | 98.7% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,753 | $3,382+70.1% | $4,816+19.5% | $2,597+121.5% |
| Participant deferral / active EE | $4,540 | $6,111-25.7% | $7,448-39.0% | $4,028+12.7% |
| Admin fee / account holder | $830 | $6,277-86.8% | $10,009-91.7% | $5,403-84.6% |