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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 | $102,422+173.1% | $147,117+90.1% | $80,959+245.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.58% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,214 | $3,717+40.2% | $4,932+5.7% | $2,757+89.1% |
| Participant deferral / active EE | $7,878 | $6,652+18.4% | $8,065-2.3% | $4,300+83.2% |
| Admin fee / account holder | $917 | $7,953-88.5% | $12,993-92.9% | $6,925-86.8% |