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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC6+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $15,742 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,934 |
GRANT THORNTON LLP6+ years Filed as: KEVANE GRANT THORNTON LLP Service code 10 33 BOLIVIA STREET STE 400 · SAN JUAN, PR 00917 | Accounting | $2,300 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $568 |
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 | $35,216 | $65,322-46.1% | $70,494-50.0% | $73,497-52.1% |
| Participation rate | 72.0% | 77.0%-5.0pp | 75.1%-3.1pp | 70.7%+1.3pp |
| Annual return | 13.26% | 15.71%-2.5pp | 109.16%-95.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,030 | $2,460-58.1% | $2,738-62.4% | $2,270-54.6% |
| Participant deferral / active EE | $1,247 | $3,375-63.1% | $3,711-66.4% | $3,740-66.7% |
| Admin fee / account holder | $215 | $214+0.3% | $3,848-94.4% | $513-58.2% |