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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 | $289,211-68.9% | $260,467-65.5% | $198,609-54.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 10.51% | 112.90%-102.4pp | 100.60%-90.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $5,117 | $4,663+9.7% | $4,239+20.7% | $5,055+1.2% |
| Participant deferral / active EE | $4,983 | $6,812-26.9% | $6,319-21.2% | $6,977-28.6% |
| Admin fee / account holder | $3,997 | $16,236-75.4% | $15,461-74.1% | $19,030-79.0% |