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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 | $102,429+173.1% | $147,096+90.2% | $80,925+245.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.58% | 135.02%-121.4pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,214 | $3,716+40.3% | $4,936+5.6% | $2,756+89.2% |
| Participant deferral / active EE | $7,878 | $6,649+18.5% | $8,071-2.4% | $4,299+83.3% |
| Admin fee / account holder | $917 | $7,957-88.5% | $13,005-92.9% | $6,940-86.8% |