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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL6 years Filed as: CONSULTIVA INTERNACIONAL, INC. Service code 26 · EIN 66-0569863 | Advisory (Participants) | $16,895 |
Service code 10 · EIN 66-0546035 | Accounting | $13,750 |
401K ADVISORS INC7+ years Filed as: THE 401K COMPANY OF PR, INC. Service code 14 · EIN 66-0708309 | Plan Administrator | $9,186 |
LUIS CANDELARIO ROSARIO2 years Filed as: LUIS CANDELARIO, CPA Service code 10 · EIN 58-1515525 | Accounting | $6,375 |
NATIONWIDE7+ years Service code 27 ONE NATIONWIDE · COLUMBUS, OH 43215 | Advisory (Plan) | $2,457 |
ULLICO1 year Filed as: UNION DE TRONQUISTAS DE PR Service code 14 · EIN 66-0344357 | Plan Administrator | $1,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,930 | $58,347-86.4% | $85,705-90.7% | $86,821-90.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 9.93% | 18.43%-8.5pp | 21.49%-11.6pp | 97.94%-88.0pp |
| Employer contribution / active EE | $794 | $1,751-54.7% | $2,619-69.7% | $2,406-67.0% |
| Participant deferral / active EE | $317 | $3,065-89.7% | $3,924-91.9% | $4,132-92.3% |
| Admin fee / account holder | $166 | $147+12.3% | $6,877-97.6% | $170-2.4% |