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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) | $42,265 |
Filed as: PENSION ADMINISTRATORS GROUP Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $30,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,281 |
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 | $3,172 |
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 | $42,340 | $72,620-41.7% | $90,756-53.3% | $66,930-36.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -20.11% | -12.28%-7.8pp | -12.16%-8.0pp | 1.57%-21.7pp |
| Employer contribution / active EE | $2,386 | $2,369+0.7% | $2,922-18.3% | $2,545-6.3% |
| Participant deferral / active EE | $7,197 | $3,979+80.9% | $4,565+57.7% | $4,238+69.8% |
| Admin fee / account holder | $434 | $707-38.6% | $8,445-94.9% | $593-26.8% |