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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC11+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $28,772 |
A & A EMPLOYEE BENEFITS CONSULTING11+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,274 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,379 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,251 |
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 | $57,620 | $64,705-10.9% | $62,929-8.4% | $67,986-15.2% |
| Participation rate | 60.5% | 65.6%-5.1pp | 73.1%-12.6pp | 57.2%+3.3pp |
| Annual return | 14.27% | 20.31%-6.0pp | 1063.93%-1049.7pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,185 | $2,376-50.1% | $2,505-52.7% | $2,019-41.3% |
| Participant deferral / active EE | $1,421 | $3,198-55.6% | $3,888-63.4% | $3,358-57.7% |
| Admin fee / account holder | $145 | $1,428-89.9% | $5,065-97.1% | $3,203-95.5% |