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| Provider | Service type | Compensation |
|---|---|---|
COSULTIVA INTERNATIONAL, INC9+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $20,130 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,032 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,127 |
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 | $47,160 | $65,582-28.1% | $64,101-26.4% | $71,511-34.1% |
| Participation rate | 61.6% | 73.2%-11.6pp | 72.3%-10.7pp | 67.9%-6.3pp |
| Annual return | 21.22% | 18.96%+2.3pp | 33.72%-12.5pp | 28.86%-7.6pp |
| Employer contribution / active EE | $1,090 | $2,671-59.2% | $2,749-60.4% | $2,589-57.9% |
| Participant deferral / active EE | $1,246 | $3,628-65.7% | $3,881-67.9% | $4,291-71.0% |
| Admin fee / account holder | $82 | $616-86.7% | $3,070-97.3% | $1,588-94.9% |