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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL3+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $42,486 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,852 |
Service code 55 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Other Commissions | $4,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,124 | $61,214-21.4% | $83,327-42.2% | $56,289-14.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -3.02% | 0.42%-3.4pp | 10.64%-13.7pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,706 | $1,925-11.4% | $3,379-49.5% | $2,111-19.2% |
| Participant deferral / active EE | $2,550 | $5,091-49.9% | $5,565-54.2% | $3,350-23.9% |
| Admin fee / account holder | $125 | $512-75.6% | $7,540-98.3% | $521-76.0% |