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| Provider | Service type | Compensation |
|---|---|---|
ONEILL & BORGES LLC1+ years Service code 99 250 MUNOZ RIVERA AVE STE 800 · SAN JUAN, PR 009181813 | Other Fees | $15,617 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,332 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,550 |
PENSION PLUS INC1+ years Filed as: PENSION PLUS INC. Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $2,896 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $2,883 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 55 12671 HIGH BLUFF DRIVE STET 200 · SAN DIEGO, CA 92130 | Other Commissions | $2,277 |
ORIENTAL BANK1+ years Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $1,495 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,955 | $88,515-85.4% | $162,171-92.0% | $67,579-80.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 16.55% | 27.04%-10.5pp | 115.60%-99.1pp | 378.56%-362.0pp |
| Employer contribution / active EE | $283 | $3,563-92.1% | $5,613-95.0% | $2,148-86.8% |
| Participant deferral / active EE | $866 | $5,724-84.9% | $7,297-88.1% | $3,539-75.5% |
| Admin fee / account holder | $43 | $124-65.1% | $10,843-99.6% | $142-69.7% |