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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT CONSULTING GROUP OF PR INC. Service code 55 | Other Commissions | $4,328 |
BANCO POPULAR DE PUERTO RICO3+ 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 |
SANTANDER SECURITIES CORP3+ years Service code 55 B7 TABONUCO STREET SANTANDER TOWER · GUAYNABO, PR 00968 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,037 | $59,535-41.1% | $90,160-61.1% | $62,292-43.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.16% | 23.53%-9.4pp | 34.88%-20.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,245 | $4,639-51.6% | $5,288-57.5% | $3,169-29.1% |
| Admin fee / account holder | $160 | $337-52.6% | $5,943-97.3% | $479-66.7% |