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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 | $23,512 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $10,359 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT GROUP Service code 99 250 AVE LUIS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Other Fees | $1,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,485 | $101,672-70.0% | $147,117-79.3% | $74,478-59.1% |
| Participation rate | 47.6% | 75.5%-28.0pp | 82.2%-34.6pp | 67.2%-19.6pp |
| Annual return | 12.35% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $453 | $3,813-88.1% | $4,932-90.8% | $2,626-82.8% |
| Participant deferral / active EE | $1,404 | $7,305-80.8% | $8,065-82.6% | $4,350-67.7% |
| Admin fee / account holder | $248 | $1,753-85.8% | $12,993-98.1% | $1,946-87.2% |