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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS. CO. OF Service code 64 8515 EAST · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,930 |
CONSULTIVA INTERNATIONAL3 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP. Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $13,942 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $2,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,267 | $106,230-90.3% | $147,080-93.0% | $77,736-86.8% |
| Participation rate | 87.4% | 78.4%+9.0pp | 82.2%+5.2pp | 70.6%+16.8pp |
| Annual return | 14.43% | 56.91%-42.5pp | 420.17%-405.7pp | 31.26%-16.8pp |
| Employer contribution / active EE | $1,076 | $4,072-73.6% | $4,933-78.2% | $2,728-60.6% |
| Participant deferral / active EE | $1,878 | $8,001-76.5% | $8,066-76.7% | $4,651-59.6% |
| Admin fee / account holder | $140 | $338-58.8% | $12,989-98.9% | $433-67.8% |