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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC3+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $12,449 |
GRANT THORNTON LLP3+ years Filed as: KEVANE GRANT THORNTON LLP Service code 10 33 BOLIVIA STREET STE 400 · SAN JUAN, PR 00917 | Accounting | $11,466 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,203 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,111 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,663 | $57,976-52.3% | $63,018-56.1% | $62,293-55.6% |
| Participation rate | 79.0% | 75.9%+3.1pp | 74.8%+4.2pp | 69.5%+9.5pp |
| Annual return | 13.89% | 17.54%-3.6pp | 87.62%-73.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $951 | $2,415-60.6% | $2,761-65.5% | $2,042-53.4% |
| Participant deferral / active EE | $1,120 | $2,956-62.1% | $3,330-66.4% | $3,169-64.7% |
| Admin fee / account holder | $242 | $276-12.1% | $3,601-93.3% | $479-49.4% |