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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 | $19,684 |
RSM US LLP1 year Filed as: RSM ROC & COMPANY Service code 10 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $19,526 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT GROUP Service code 27 250 AVE LUIS MUNOZ RIVERA · SAN JUAN, PR 00918 | Advisory (Plan) | $11,827 |
Filed as: PENSION ADMINISTRATORS GROUP INC. Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $8,266 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,044 | $95,369-73.7% | $135,942-81.6% | $74,440-66.4% |
| Participation rate | 42.5% | 78.2%-35.7pp | 81.9%-39.4pp | 70.7%-28.2pp |
| Annual return | 13.35% | 32.72%-19.4pp | 68.28%-54.9pp | 34.37%-21.0pp |
| Employer contribution / active EE | $439 | $3,878-88.7% | $4,858-91.0% | $2,638-83.4% |
| Participant deferral / active EE | $1,352 | $7,788-82.6% | $7,759-82.6% | $4,529-70.2% |
| Admin fee / account holder | $420 | $266+57.8% | $10,764-96.1% | $348+20.8% |