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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 27 250 AVE LUIS MUNOZ RIVERA · SAN JUAN, PR 00918 | Advisory (Plan) | $35,857 |
FAIRBRIDGE CAPITAL MARKETS, INC.6+ years Filed as: FAIRBRIDGE CAPITAL MARKETS, INC Service code 55 | Other Commissions | $4,745 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $477 |
Filed as: FAIRBRIDGE CAPITAL MARKETS INC. Service code 55 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Other Commissions | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,974 | $73,638-22.6% | $108,405-47.4% | $79,389-28.2% |
| Participation rate | 84.7% | 77.4%+7.3pp | 80.1%+4.5pp | 70.7%+13.9pp |
| Annual return | 9.20% | 33.27%-24.1pp | 905.55%-896.3pp | 116.89%-107.7pp |
| Employer contribution / active EE | $586 | $2,397-75.5% | $3,559-83.5% | $2,428-75.9% |
| Participant deferral / active EE | $2,424 | $6,218-61.0% | $6,563-63.1% | $4,046-40.1% |
| Admin fee / account holder | $119 | $638-81.4% | $7,297-98.4% | $626-81.1% |