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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 | $190,916-68.9% | $160,037-63.0% | $134,545-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.92% | 552.79%-571.7pp | 408.95%-427.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,613 | $4,996+12.4% | $4,226+32.8% | $4,742+18.4% |
| Participant deferral / active EE | $5,668 | $6,925-18.2% | $6,184-8.3% | $6,401-11.5% |
| Admin fee / account holder | $8,759 | $10,497-16.6% | $8,716+0.5% | $11,431-23.4% |