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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $1,175 |
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 | $21,644 | $50,106-56.8% | $69,779-69.0% | $57,658-62.5% |
| Participation rate | 78.8% | 70.9%+7.9pp | 71.8%+7.0pp | 70.2%+8.6pp |
| Annual return | 6.97% | 14.58%-7.6pp | 12.99%-6.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $275 | $1,739-84.2% | $2,338-88.2% | $1,974-86.1% |
| Participant deferral / active EE | $959 | $2,486-61.4% | $2,931-67.3% | $3,061-68.7% |
| Admin fee / account holder | $29 | $89-67.4% | $4,381-99.3% | $95-69.3% |