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| Provider | Service type | Compensation |
|---|---|---|
MD SASS1+ years Service code 27 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $279,661 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $92,256 |
RAFAEL CORTINA-YACE1+ years Service code 14 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $70,952 |
FRANCISCO PARTNERS1+ years Filed as: FRANCISCO RIVERA Service code 10 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $60,877 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 18 · EIN 13-2633613 4 NEW YORK PLAZA 2ND FLOOR · NEW YORK, NY 10004 | Custodial (other than securities); Cu... | $42,160 |
LOU ANN MATHEWS DIAZ1+ years Service code 15 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Recordkeeping | $29,069 |
CROWE LLP1+ years Filed as: CROWE PR PSC Service code 10 · EIN 66-0539048 100 CARR. 165 SUITE 410 · GUAYNABO, PR 00968 | Accounting | $26,250 |
ROBERTO ANDRION JR.1+ years Filed as: ROBERTO VEGA PACHECO Service code 29 MCS PLAZA SUITE A-267 · SAN JUAN, PR 00917 | Legal | $16,726 |
LYDIA STUART1+ years Filed as: LYDIA E. RODRIGUEZ LOPEZ Service code 15 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Recordkeeping | $16,264 |
LUIS CANDELARIO ROSARIO1+ years Filed as: LUIS F. SIERRA Service code 10 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $4,932 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 0.96% | 15.23%-14.3pp | 4.74%-3.8pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |