Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION PLUS INC1 year Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $49,969 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 25 PO BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $27,091 |
RODRIGUEZ TORRES1 year Service code 27 273 AVE PONCE DE LEON AVE 1400 · SAN JUAN, PR 00917 | Advisory (Plan) | $24,885 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,080 |
Filed as: LEAFT HOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $6,222 |
PSV & COMPANY PSC1 year Service code 10 PO BOX 363247 · SAN JUAN, PR 009363247 | Accounting | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,195 | $93,182-15.0% | $146,685-46.0% | $79,393-0.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 11.11% | 21.61%-10.5pp | 22.75%-11.6pp | 116.87%-105.8pp |
| Employer contribution / active EE | $2,389 | $2,420-1.3% | $4,137-42.3% | $2,428-1.6% |
| Participant deferral / active EE | $3,279 | $4,169-21.3% | $5,507-40.4% | $4,046-18.9% |
| Admin fee / account holder | $214 | $585-63.4% | $10,281-97.9% | $627-65.8% |