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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL2+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $52,058 |
Service code 55 | Other Commissions | $5,779 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,929 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
FAIRBRIDGE CAPITAL MARKETS, INC.2+ years Filed as: FAIRBRIDGE CAPITAL MARKETS, INC Service code 55 | Other Commissions | $0 |
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 | $65,069 | $65,592-0.8% | $90,161-27.8% | $69,631-6.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 11.76% | 57.10%-45.3pp | 34.89%-23.1pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,593 | $2,193-27.4% | $3,318-52.0% | $2,032-21.6% |
| Participant deferral / active EE | $2,497 | $5,257-52.5% | $5,287-52.8% | $3,224-22.6% |
| Admin fee / account holder | $137 | $86+60.2% | $5,943-97.7% | $110+24.3% |