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| Provider | Service type | Compensation |
|---|---|---|
MD SASS9+ years Service code 27 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $288,908 |
OSCAR ANDRINO-BARBIER1 year Filed as: OSCAR RODRIGUEZ CORDOVA Service code 14 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $75,300 |
RAFAEL CORTINA-YACE9+ years Service code 14 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $51,390 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $50,920 |
TRUCKER HUSS4 years Filed as: TRUCKER HUSS A PROFESSIONAL COMPANY Service code 29 · EIN 94-3216063 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Legal | $42,652 |
LUIS CANDELARIO ROSARIO5 years Filed as: LUIS SIERRA Service code 10 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $41,484 |
CROWE LLP9+ years Filed as: CROWE PR PSC Service code 10 · EIN 66-0539048 100 CARR 165 · GUAYNABO, PR 00968 | Accounting | $33,600 |
LOU ANN MATHEWS DIAZ9+ years Service code 15 · EIN 51-0151862 1055 JOHN F KENNEDY ILA BUILDING · SAN JUAN, PR 00920 | Recordkeeping | $23,890 |
MENDOZA LAW OFFICES7 years Service code 29 · EIN 58-3767536 CENTRO DE SEGUROS · SAN JUAN, PR 00901 | Legal | $18,263 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLSEY DRIVE · CINCINNATI, OH 45263 | Custodial (securities); Direct paymen... | $11,751 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 12.19% | 72.14%-59.9pp | 9.14%+3.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $40,523-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |