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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL2 years Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVE LUIS MUNOZ RIVERA SUITE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $13,691 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $402 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $327 |
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 | $81,305 | $211,239-61.5% | $178,528-54.5% | $145,877-44.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.52% | 30.22%-14.7pp | 27.11%-11.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,257 | $4,570+15.0% | $3,950+33.1% | $4,663+12.7% |
| Participant deferral / active EE | $5,090 | $6,963-26.9% | $6,278-18.9% | $6,691-23.9% |
| Admin fee / account holder | $3,257 | $12,095-73.1% | $10,419-68.7% | $13,402-75.7% |