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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL4 years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $10,763 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,515 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,292 | $190,862-68.9% | $159,991-62.9% | $134,509-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.92% | 552.59%-571.5pp | 408.82%-427.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $5,613 | $4,995+12.4% | $4,225+32.9% | $4,741+18.4% |
| Participant deferral / active EE | $5,668 | $6,924-18.1% | $6,183-8.3% | $6,400-11.4% |
| Admin fee / account holder | $8,759 | $10,495-16.5% | $8,715+0.5% | $11,427-23.3% |