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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC10+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $25,100 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,274 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,518 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,153 | $69,774-25.3% | $67,561-22.8% | $74,429-29.9% |
| Participation rate | 54.4% | 71.4%-17.0pp | 72.9%-18.5pp | 67.2%-12.8pp |
| Annual return | 15.83% | -40.53%+56.4pp | 3525.44%-3509.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,052 | $2,710-61.2% | $2,735-61.5% | $2,625-59.9% |
| Participant deferral / active EE | $1,272 | $3,636-65.0% | $4,003-68.2% | $4,348-70.7% |
| Admin fee / account holder | $99 | $890-88.9% | $4,006-97.5% | $1,944-94.9% |