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| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL7 years Service code 28 CITIVIEW PLAZA TORRE 1 · GUAYNABO, PR 00968 | Investment Management | $54,763 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $43,717 |
BPAS7 years Filed as: BPAS TRUST COMP OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $27,382 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $86,795-29.9% | $67,681-10.1% | $64,728-5.9% |
| Participation rate | 70.3% | 71.7%-1.3pp | 73.7%-3.4pp | 57.9%+12.5pp |
| Annual return | 6.68% | 12.58%-5.9pp | 590.58%-583.9pp | 49.38%-42.7pp |
| Employer contribution / active EE | $873 | $2,837-69.2% | $2,678-67.4% | $2,243-61.1% |
| Participant deferral / active EE | $2,762 | $3,430-19.5% | $3,976-30.5% | $2,729+1.2% |
| Admin fee / account holder | $409 | $238+71.5% | $6,100-93.3% | $1,145-64.3% |