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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLIVER FINANCIAL GROUP LLC Service code 27 PO BOX 11238 · SAN JUAN, PR 00922 | Advisory (Plan) | $49,664 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $35,801 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,892 |
Filed as: PENSION ADMINISTRATORS GROUP, INC Service code 13 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,953 | $92,076-37.1% | $105,607-45.1% | $77,736-25.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 8.59% | 17.84%-9.2pp | 116.11%-107.5pp | 31.26%-22.7pp |
| Employer contribution / active EE | $1,909 | $3,370-43.3% | $3,167-39.7% | $2,728-30.0% |
| Participant deferral / active EE | $5,551 | $5,390+3.0% | $5,011+10.8% | $4,651+19.4% |
| Admin fee / account holder | $447 | $219+104.1% | $10,958-95.9% | $433+3.1% |