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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 | $208,088-56.8% | $186,193-51.7% | $154,746-41.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.51% | 89.97%-79.5pp | 78.03%-67.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,117 | $4,340+17.9% | $3,918+30.6% | $4,379+16.8% |
| Participant deferral / active EE | $4,983 | $7,078-29.6% | $6,513-23.5% | $6,730-26.0% |
| Admin fee / account holder | $3,997 | $11,698-65.8% | $11,058-63.9% | $14,365-72.2% |