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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC 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 009366281 | 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 |
Filed as: CETERA WEALTH SERVICE LLC Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $9,693 |
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 009191429 | Directed Trustee | $2,136 |
ONEILL & BORGES LLC7+ years Service code 29 250 MUNOZ RIVERA AVE STE 800 · SAN JUAN, PR 009181813 | Legal | $907 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,631 | $130,224-79.5% | $197,124-86.5% | $79,634-66.6% |
| Participation rate | 87.2% | 87.8%-0.6pp | 86.7%+0.5pp | 62.5%+24.7pp |
| Annual return | 12.06% | 23.65%-11.6pp | 44.34%-32.3pp | 36.46%-24.4pp |
| Employer contribution / active EE | $508 | $4,314-88.2% | $6,227-91.8% | $2,529-79.9% |
| Participant deferral / active EE | $1,393 | $7,378-81.1% | $9,135-84.7% | $3,835-63.7% |
| Admin fee / account holder | $84 | $254-67.0% | $16,298-99.5% | $1,002-91.6% |