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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) | $25,406 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $19,375 |
Filed as: ADVISED ASSET GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,251 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $848 |
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 | $47,054 | $70,917-33.6% | $98,920-52.4% | $73,493-36.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 23.06% | 34.18%-11.1pp | 196.47%-173.4pp | 28.51%-5.5pp |
| Employer contribution / active EE | $3,399 | $2,037+66.9% | $2,689+26.4% | $2,270+49.7% |
| Participant deferral / active EE | $6,440 | $3,501+83.9% | $4,245+51.7% | $3,740+72.2% |
| Admin fee / account holder | $219 | $535-59.1% | $6,643-96.7% | $513-57.4% |