Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $29,037 |
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 27 250 AVE LUIS MUNOZ RIVERA · SAN JUAN, PR 00918 | Advisory (Plan) | $3,039 |
Filed as: EMPOWERADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $818 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $46,056 | $58,320-21.0% | $86,451-46.7% | $66,949-31.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.40% | -9.71%-5.7pp | 4398.51%-4413.9pp | 1.57%-17.0pp |
| Employer contribution / active EE | $1,299 | $2,615-50.3% | $3,770-65.5% | $2,545-49.0% |
| Participant deferral / active EE | $3,520 | $6,899-49.0% | $6,953-49.4% | $4,239-17.0% |
| Admin fee / account holder | $112 | $546-79.5% | $6,734-98.3% | $594-81.1% |