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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,611 |
CONSULTIVA INTERNATIONAL4 years Filed as: CONSULTIVA WEALTH MANAGEMENT Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $2,891 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $226 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,768 | $227,291-72.8% | $214,702-71.2% | $155,188-60.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.36% | 60.08%-47.7pp | 54.55%-42.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,511 | $9,582-42.5% | $9,147-39.7% | $6,531-15.6% |
| Admin fee / account holder | $1,020 | $20,413-95.0% | $19,830-94.9% | $14,480-93.0% |