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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA INTERNACIONAL INC. Service code 27 · EIN 66-0569863 250 AVE LUIS MUNOZ RIVERA · SAN JUAN, PR 00918 | Advisory (Plan) | $7,972 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $4,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,557 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $434 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,200 | $99,957-78.8% | $149,730-85.8% | $73,493-71.2% |
| Participation rate | 61.1% | 75.7%-14.6pp | 82.5%-21.4pp | 70.7%-9.6pp |
| Annual return | 9.99% | 53.87%-43.9pp | 276.70%-266.7pp | 28.51%-18.5pp |
| Employer contribution / active EE | $455 | $3,191-85.7% | $4,645-90.2% | $2,270-80.0% |
| Participant deferral / active EE | $1,206 | $6,073-80.1% | $6,843-82.4% | $3,740-67.8% |
| Admin fee / account holder | $148 | $551-73.2% | $9,310-98.4% | $513-71.2% |