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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,579 |
Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $46,378 |
A.R. CRUZ1 year Filed as: ALEXANDER RIVERA CRUZ Service code 10 · EIN 66-6033580 URB TERRALINDA 33 CALLE ZARAGOZA · CAGUAS, PR 00727 | Accounting | $29,698 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,271 | $50,919-38.6% | $155,556-79.9% | $77,762-59.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 9.56% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.7pp |
| Employer contribution / active EE | $795 | $1,991-60.1% | $4,675-83.0% | $2,728-70.8% |
| Participant deferral / active EE | $1,834 | $2,824-35.1% | $5,631-67.4% | $4,651-60.6% |
| Admin fee / account holder | $166 | $437-62.0% | $15,885-99.0% | $433-61.6% |