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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 | $69,506 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 99 PO BOX 191429 · SAN JUAN, PR 009191429 | Other Fees | $26,746 |
RODRIGUEZ TORRES2 years Service code 27 273 PONCE DE LEON AVE. · BOCA RATON, PR 00917 | Advisory (Plan) | $15,499 |
MMLIS2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $9,543 |
ORIENTAL PENSION CONSULTANTS4 years Filed as: ORIENTAL PENSION CONSULTANTS, INC. Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $45 |
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 | $96,822 | $93,598+3.4% | $135,974-28.8% | $75,173+28.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 16.95% | 30.89%-13.9pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $882 | $3,538-75.1% | $4,859-81.9% | $2,671-67.0% |
| Participant deferral / active EE | $4,355 | $6,405-32.0% | $7,760-43.9% | $4,126+5.5% |
| Admin fee / account holder | $575 | $6,978-91.8% | $10,767-94.7% | $5,651-89.8% |