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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $777 |
ROFRIGUEZ TORRES1+ years Service code 27 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Advisory (Plan) | $90 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $54 |
Filed as: BENEFIT CONSULTING GROUP OF PR Service code 13 | Contract Administrator | $18 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Filed as: EMPOWER RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,992 | $79,955-95.0% | $98,461-95.9% | $75,173-94.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,185 | $2,264-47.6% | $3,049-61.1% | $2,671-55.6% |
| Participant deferral / active EE | $2,944 | $3,752-21.6% | $4,738-37.9% | $4,126-28.7% |
| Admin fee / account holder | $30 | $6,841-99.6% | $8,961-99.7% | $5,651-99.5% |