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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $13,900 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,756 | $48,261-69.4% | $68,612-78.5% | $55,725-73.5% |
| Participation rate | 73.4% | 71.0%+2.4pp | 72.2%+1.2pp | 70.9%+2.6pp |
| Annual return | -2.36% | -2.61%+0.2pp | -4.63%+2.3pp | 244.93%-247.3pp |
| Employer contribution / active EE | $234 | $1,742-86.6% | $2,625-91.1% | $2,078-88.8% |
| Participant deferral / active EE | $846 | $2,712-68.8% | $3,311-74.4% | $3,356-74.8% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |