Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL4 years Service code 28 CITIVIEW PLAZA TORRE 1 · GUAYNABO, PR 00968 | Investment Management | $41,312 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $34,167 |
BPAS4 years Filed as: BPAS TRUST COMP OF PUERTO RICO Service code 15 · EIN 66-0795542 | Recordkeeping | $20,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $40,874 | $79,151-48.4% | $60,906-32.9% | $64,819-36.9% |
| Participation rate | 61.9% | 77.7%-15.8pp | 73.1%-11.2pp | 71.5%-9.5pp |
| Annual return | -8.53% | -7.12%-1.4pp | 16.94%-25.5pp | 32.84%-41.4pp |
| Employer contribution / active EE | $538 | $3,052-82.4% | $2,703-80.1% | $2,507-78.6% |
| Participant deferral / active EE | $1,941 | $3,727-47.9% | $3,814-49.1% | $4,311-55.0% |
| Admin fee / account holder | $289 | $106+173.6% | $3,227-91.0% | $188+54.0% |