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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $1,975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,631 | $53,925-54.3% | $75,501-67.4% | $69,631-64.6% |
| Participation rate | 74.4% | 71.2%+3.2pp | 72.4%+2.0pp | 70.7%+3.7pp |
| Annual return | 14.64% | 17.84%-3.2pp | 27.35%-12.7pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $295 | $1,802-83.6% | $2,352-87.4% | $2,032-85.5% |
| Participant deferral / active EE | $882 | $2,569-65.7% | $3,142-71.9% | $3,224-72.6% |
| Admin fee / account holder | $3 | $97-97.1% | $5,801-100.0% | $110-97.4% |