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| Provider | Service type | Compensation |
|---|---|---|
PENSION ADMINISTRATORS GROUP, INC.10+ years Service code 15 PO BOX 9023794 · SAN JUAN, PR 009023794 | Recordkeeping | $148,711 |
YANIRA ROSARIO CPA LLC1 year Service code 10 PMB 356 · GUAYNABO, PR 009694427 | Accounting | $18,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,723 | $102,382+173.2% | $147,005+90.3% | $80,874+245.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.58% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $5,214 | $3,715+40.3% | $4,934+5.7% | $2,756+89.2% |
| Participant deferral / active EE | $7,878 | $6,646+18.5% | $8,070-2.4% | $4,297+83.3% |
| Admin fee / account holder | $917 | $7,942-88.5% | $13,006-93.0% | $6,935-86.8% |