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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 | $5,178 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Advisory (Plan) | $1,845 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,249 | $57,305-89.1% | $86,640-92.8% | $75,173-91.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.03% | 2674.24%-2658.2pp | 592.52%-576.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $227 | $2,316-90.2% | $3,024-92.5% | $2,671-91.5% |
| Participant deferral / active EE | $588 | $3,320-82.3% | $4,438-86.8% | $4,126-85.8% |
| Admin fee / account holder | $176 | $4,116-95.7% | $5,616-96.9% | $5,651-96.9% |