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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $1,750 |
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 | $20,157 | $55,790-63.9% | $76,657-73.7% | $67,579-70.2% |
| Participation rate | 71.2% | 71.1%+0.1pp | 72.1%-0.9pp | 71.3%-0.1pp |
| Annual return | 24.26% | 64.45%-40.2pp | 1166.74%-1142.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $267 | $1,810-85.3% | $2,303-88.4% | $2,148-87.6% |
| Participant deferral / active EE | $946 | $2,875-67.1% | $3,335-71.6% | $3,539-73.3% |
| Admin fee / account holder | $0 | $159-100.0% | $6,423-100.0% | $142-100.0% |