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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $35,091 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,767 | $48,277-54.9% | $63,244-65.6% | $55,191-60.6% |
| Participation rate | 75.1% | 69.4%+5.7pp | 71.0%+4.0pp | 69.2%+5.9pp |
| Annual return | 0.40% | 2.37%-2.0pp | -70.31%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $259 | $1,592-83.7% | $2,322-88.8% | $1,899-86.3% |
| Participant deferral / active EE | $959 | $2,432-60.6% | $2,953-67.5% | $3,046-68.5% |
| Admin fee / account holder | $55 | $86-36.4% | $5,893-99.1% | $91-39.8% |