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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $10,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,123 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $136 |
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 | $76,395 | $202,440-62.3% | $169,390-54.9% | $139,466-45.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 532.36%-510.5pp | 406.07%-384.2pp | 373.66%-351.8pp |
| Employer contribution / active EE | $5,349 | $4,693+14.0% | $4,013+33.3% | $4,754+12.5% |
| Participant deferral / active EE | $5,304 | $6,940-23.6% | $6,222-14.8% | $6,712-21.0% |
| Admin fee / account holder | $3,896 | $10,722-63.7% | $9,015-56.8% | $11,409-65.9% |