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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $116,196 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,525 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $178 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,734 | $56,640+95.5% | $80,977+36.7% | $57,658+92.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 6.00% | 19.97%-14.0pp | 17.11%-11.1pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,189 | $2,085+5.0% | $3,715-41.1% | $1,974+10.9% |
| Participant deferral / active EE | $4,771 | $4,944-3.5% | $5,696-16.2% | $3,061+55.9% |
| Admin fee / account holder | $233 | $87+166.9% | $5,517-95.8% | $95+145.9% |