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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC7+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $19,719 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,929 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $720 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,492 | $74,706-40.4% | $75,717-41.2% | $79,393-44.0% |
| Participation rate | 70.8% | 75.3%-4.5pp | 74.8%-4.0pp | 70.7%+0.1pp |
| Annual return | 18.89% | 18.52%+0.4pp | 104.58%-85.7pp | 116.87%-98.0pp |
| Employer contribution / active EE | $1,026 | $2,590-60.4% | $2,743-62.6% | $2,428-57.7% |
| Participant deferral / active EE | $1,272 | $3,533-64.0% | $3,821-66.7% | $4,046-68.6% |
| Admin fee / account holder | $233 | $374-37.7% | $3,619-93.6% | $627-62.8% |