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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: KEVANE GRANT THORNTON LLP Service code 10 33 BOLIVIA STREET STE 400 · SAN JUAN, PR 00917 | Accounting | $17,510 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,072 |
FULCRO INSURANCE INC1+ years Service code 16 204 SAN FRANCISCO STREET · SAN JUAN, PR 00901 | Consulting | $5,926 |
COSULTIVA INTERNATIONAL, INC1+ years Service code 27 48 CARR 165 STE 801 · GUAYNABO, PR 00968 | Advisory (Plan) | $4,208 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $2,533 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,733 | $51,769-54.2% | $57,356-58.6% | $52,331-54.6% |
| Participation rate | 78.9% | 75.2%+3.6pp | 75.1%+3.8pp | 68.1%+10.8pp |
| Annual return | -0.92% | 2.43%-3.3pp | 24.41%-25.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $841 | $2,335-64.0% | $2,689-68.7% | $1,882-55.3% |
| Participant deferral / active EE | $954 | $2,794-65.9% | $3,162-69.8% | $3,022-68.4% |
| Admin fee / account holder | $144 | $295-51.3% | $3,357-95.7% | $592-75.7% |