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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) | $58,402 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $41,626 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,586 |
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 | $6,645 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,444 | $107,218-38.0% | $115,768-42.6% | $79,634-16.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 74.4%+25.6pp | 62.5%+37.5pp |
| Annual return | 13.54% | 15.41%-1.9pp | 100.46%-86.9pp | 36.46%-22.9pp |
| Employer contribution / active EE | $1,830 | $3,627-49.5% | $2,940-37.8% | $2,529-27.7% |
| Participant deferral / active EE | $5,308 | $5,091+4.3% | $4,917+8.0% | $3,835+38.4% |
| Admin fee / account holder | $508 | $576-11.7% | $12,439-95.9% | $1,002-49.3% |