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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,607 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT CORP. Service code 27 250 AVE LUIS MUNOZ RIVERA, STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $12,293 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $8,633 |
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 | $19,383 | $84,493-77.1% | $125,381-84.5% | $66,938-71.0% |
| Participation rate | 52.7% | 76.4%-23.7pp | 82.4%-29.6pp | 69.8%-17.1pp |
| Annual return | -20.39% | -8.49%-11.9pp | 572.31%-592.7pp | 1.58%-22.0pp |
| Employer contribution / active EE | $512 | $3,554-85.6% | $4,815-89.4% | $2,545-79.9% |
| Participant deferral / active EE | $1,581 | $6,783-76.7% | $7,448-78.8% | $4,238-62.7% |
| Admin fee / account holder | $290 | $685-57.7% | $10,007-97.1% | $594-51.2% |