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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL3 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $15,784 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $385 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $89,881 | $182,442-50.7% | $163,379-45.0% | $138,895-35.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.51% | 72.74%-62.2pp | 63.41%-52.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $5,117 | $4,159+23.0% | $3,752+36.4% | $4,194+22.0% |
| Participant deferral / active EE | $4,983 | $6,817-26.9% | $6,282-20.7% | $6,396-22.1% |
| Admin fee / account holder | $3,997 | $10,396-61.6% | $9,818-59.3% | $12,562-68.2% |