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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 PO BOX 362708 · SAN JUAN, PR 009362708 | Securities Custodian | $20,911 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,840 | $67,602-18.9% | $82,312-33.4% | $70,126-21.8% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 13.50% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $4,480 | $1,755+155.3% | $2,428+84.5% | $2,343+91.3% |
| Participant deferral / active EE | $3,863 | $2,987+29.3% | $3,706+4.2% | $3,332+15.9% |
| Admin fee / account holder | $238 | $4,512-94.7% | $5,608-95.8% | $4,645-94.9% |