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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $20,455 |
RSM US LLP1 year Filed as: RSM ROC AND CO. Service code 10 · EIN 66-0388756 PO BOX 10528 · SAN JUAN, PR 00922 | Accounting | $19,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,323 |
CROWLEY FLECK PLLP1 year Filed as: CROWLEY PR SERVICES, INC. Service code 99 P.O. BOX 9023921 · SAN JUAN, PR 00902 | Other Fees | $864 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,559 | $44,425+340.2% | $67,834+188.3% | $55,167+254.5% |
| Participation rate | 95.8% | 59.7%+36.1pp | 68.8%+27.0pp | 69.0%+26.8pp |
| Annual return | 6.64% | 17.80%-11.2pp | 138.47%-131.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $6,672 | $1,351+393.7% | $2,403+177.6% | $1,963+239.9% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $249 | $530-53.1% | $4,622-94.6% | $504-50.7% |