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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC5+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $14,031 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,507 |
GRANT THORNTON LLP5+ years Filed as: KEVANE GRANT THORNTON LLP Service code 10 33 BOLIVIA STREET STE 400 · SAN JUAN, PR 00917 | Accounting | $2,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY 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.
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 | $30,795 | $60,795-49.3% | $69,464-55.7% | $65,185-52.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 74.6%+0.4pp | 70.2%+4.8pp |
| Annual return | 21.65% | 17.46%+4.2pp | 28.98%-7.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $944 | $2,452-61.5% | $2,779-66.0% | $2,177-56.6% |
| Participant deferral / active EE | $1,118 | $3,162-64.6% | $3,536-68.4% | $3,514-68.2% |
| Admin fee / account holder | $183 | $314-41.7% | $3,840-95.2% | $847-78.4% |