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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 | $180,749-50.3% | $160,784-44.1% | $137,256-34.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.51% | 2234.46%-2224.0pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,117 | $4,155+23.1% | $3,733+37.1% | $4,156+23.1% |
| Participant deferral / active EE | $4,983 | $6,844-27.2% | $6,293-20.8% | $6,407-22.2% |
| Admin fee / account holder | $3,997 | $10,397-61.6% | $9,717-58.9% | $12,270-67.4% |