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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL4+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $36,170 |
Filed as: FAIRBRIDGE CAPITAL MARKETES, INC. Service code 55 | Other Commissions | $4,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,293 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Service code 55 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $52,932 | $58,655-9.8% | $91,994-42.5% | $65,186-18.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 14.71% | 33.92%-19.2pp | 69.04%-54.3pp | 29.39%-14.7pp |
| Employer contribution / active EE | $179 | $2,080-91.4% | $3,453-94.8% | $2,177-91.8% |
| Participant deferral / active EE | $2,674 | $5,474-51.2% | $5,924-54.9% | $3,514-23.9% |
| Admin fee / account holder | $113 | $434-73.9% | $7,744-98.5% | $847-86.6% |