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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $49,140 |
FAIRBRIDGE CAPITAL MARKETS, INC.1+ years Filed as: FAIRBRIDGE CAPITAL MARKETS, INC Service code 55 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Other Commissions | $5,164 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,561 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $122 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,411 | $56,640+29.6% | $80,977-9.3% | $57,658+27.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 4.85% | 19.97%-15.1pp | 17.11%-12.3pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,924 | $2,085-7.7% | $3,715-48.2% | $1,974-2.5% |
| Participant deferral / active EE | $2,384 | $4,944-51.8% | $5,696-58.2% | $3,061-22.1% |
| Admin fee / account holder | $152 | $87+74.6% | $5,517-97.2% | $95+60.8% |