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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 |
Filed as: BPAS TRUST COMP OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $27,382 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $93,351-34.8% | $62,929-3.3% | $79,634-23.6% |
| Participation rate | 70.3% | 74.6%-4.3pp | 73.1%-2.8pp | 62.5%+7.9pp |
| Annual return | 6.68% | 14.37%-7.7pp | 1063.93%-1057.2pp | 36.46%-29.8pp |
| Employer contribution / active EE | $873 | $3,135-72.2% | $2,505-65.2% | $2,529-65.5% |
| Participant deferral / active EE | $2,762 | $3,921-29.6% | $3,888-29.0% | $3,835-28.0% |
| Admin fee / account holder | $409 | $229+78.3% | $5,065-91.9% | $1,002-59.2% |