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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 99-9999999 | Recordkeeping Fees | $37,776 |
SANTANDER SECURITIES CORP1+ years Service code 55 B7 TABONUCO STREET SANTANDER TOWER · GUAYNABO, PR 00968 | Other Commissions | $27,068 |
Filed as: BENEFIT CONSULTING GROUP OF PR INC. Service code 13 | Contract Administrator | $2,786 |
BANCO POPULAR DE PUERTO RICO1+ years Filed as: BANCO SANTANDER DE PUERTO RICO Service code 25 32 ARTERIAL HOSTOS AVE 2ND FL · SAN JUAN, PR 00917 | Directed Trustee | $2,500 |
Service code 13 URB BALDRICH 109 · HATO REY, PR 009183306 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,680 | $55,182-35.3% | $73,309-51.3% | $55,191-35.4% |
| Participation rate | 73.7% | 73.9%-0.2pp | 74.9%-1.2pp | 69.2%+4.6pp |
| Annual return | -0.58% | 8.55%-9.1pp | 5.67%-6.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,612 | $4,641-65.3% | $4,991-67.7% | $3,046-47.1% |
| Admin fee / account holder | $171 | $68+149.2% | $5,635-97.0% | $91+88.0% |