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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 | $4,153 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $1,946 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $389 |
Filed as: EMPOWER RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $62 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,774 | $167,504-79.2% | $151,628-77.1% | $134,509-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.45% | 7.81%-28.3pp | 3.34%-23.8pp | 418.13%-438.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,107 | $8,985-54.3% | $8,363-50.9% | $6,400-35.8% |
| Admin fee / account holder | $3,305 | $13,779-76.0% | $11,613-71.5% | $11,427-71.1% |