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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,607 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Advisory (Plan) | $2,444 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,950 | $58,234-86.3% | $81,783-90.3% | $80,874-90.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 8.46% | 41.70%-33.2pp | 775.05%-766.6pp | 35.62%-27.2pp |
| Employer contribution / active EE | $776 | $2,341-66.9% | $2,913-73.4% | $2,756-71.8% |
| Participant deferral / active EE | $1,021 | $3,283-68.9% | $4,320-76.4% | $4,297-76.2% |
| Admin fee / account holder | $137 | $4,982-97.3% | $7,380-98.1% | $6,935-98.0% |