Filings through .
4 of 17 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$41K in admin expenses, $75 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $15,202 |
PENSION PLUS INC6 years Filed as: PENSION PLUS, INC Service code 13 PO BOX 366281 · SAN JUAN, PR 00936-6281 Contract Administrator | $11,255 |
RSM US LLP3 years Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 Accounting | $10,036 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA WEALTH SERVICE LLC Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245-5670 Other Commissions | $9,693 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 Recordkeeping Fees | $7,158 |
ORIENTAL BANK7+ years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 00919-1429 Directed Trustee | $2,136 |
ONEILL & BORGES LLC7+ years Service code 29 250 MUNOZ RIVERA AVE STE 800 · SAN JUAN, PR 00918-1813 Legal | $907 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
7 filings · 2019 to 2025