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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 9023794 · SAN JUAN, PR 009023794 | Recordkeeping | $94,808 |
ALBERTO R. LAZARO, PSC2+ years Service code 10 PO BOX 195613 · SAN JUAN, PR 009195613 | Accounting | $14,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,531 | $76,551+62.7% | $123,894+0.5% | $62,881+98.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,760 | $2,882+65.1% | $4,617+3.1% | $2,281+108.7% |
| Participant deferral / active EE | $5,703 | $4,840+17.8% | $5,984-4.7% | $3,203+78.1% |
| Admin fee / account holder | $429 | $4,826-91.1% | $8,357-94.9% | $4,296-90.0% |