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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL6 years Service code 28 CITIVIEW PLAZA TORRE 1 · GUAYNABO, PR 00968 | Investment Management | $47,233 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $39,049 |
Filed as: BPAS TRUST COMP OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $23,617 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,294 | $91,710-40.8% | $67,560-19.6% | $77,762-30.2% |
| Participation rate | 71.0% | 76.0%-5.0pp | 72.9%-1.9pp | 70.6%+0.4pp |
| Annual return | 11.02% | 14.88%-3.9pp | 3533.50%-3522.5pp | 31.27%-20.2pp |
| Employer contribution / active EE | $838 | $3,187-73.7% | $2,737-69.4% | $2,728-69.3% |
| Participant deferral / active EE | $2,624 | $3,911-32.9% | $4,004-34.5% | $4,651-43.6% |
| Admin fee / account holder | $348 | $245+42.0% | $3,994-91.3% | $433-19.7% |