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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 66-0561870 POST OFFICE BOX 362708 · SAN JUAN, PR 00736 | Recordkeeping | $9,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,487 | $43,133-66.4% | $89,414-83.8% | $73,493-80.3% |
| Participation rate | 61.1% | 55.0%+6.1pp | 68.0%-6.9pp | 70.7%-9.6pp |
| Annual return | 13.15% | 135.66%-122.5pp | 245.50%-232.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,648 | $1,438+84.2% | $2,586+2.4% | $2,270+16.7% |
| Participant deferral / active EE | $23 | $2,445-99.1% | $3,890-99.4% | $3,740-99.4% |
| Admin fee / account holder | $103 | $444-76.9% | $4,883-97.9% | $513-80.0% |