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| Provider | Service type | Compensation |
|---|---|---|
MD SASS2+ years Service code 27 · EIN 13-2704843 1185 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $278,144 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YOUR, NY 10001 | Actuarial | $82,285 |
RAFAEL CORTINA-YACE2+ years Service code 14 · EIN 51-0151862 1055 JOHN F. KENEDY, ILA BUILDING · SAN JUAN, PR 00920 | Plan Administrator | $77,733 |
FRANCISCO PARTNERS2+ years Filed as: FRANCISCO RIVERA Service code 10 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $58,615 |
LOU ANN MATHEWS DIAZ2+ years Service code 15 · EIN 51-0151862 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Recordkeeping | $49,258 |
CROWE LLP2+ years Filed as: CROWE PR PSC Service code 10 · EIN 69-0539048 100 CARR. 165 SUITE410 · GUAYNABO, PR 00968 | Accounting | $27,250 |
JPMORGAN INVEST HOLDINGS LLC2+ 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... | $18,567 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGSLEY DRIVE MD 1MOB2D · CINCINNATI, OH 45263 | Custodial (other than securities); Cu... | $6,186 |
LUIS CANDELARIO ROSARIO2+ years Filed as: LUIS F. SIERRA Service code 10 · EIN 51-0151868 1055 JOHN F. KENNEDY, ILA BUILDING · SAN JUAN, PR 00920 | Accounting | $3,133 |
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 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 5.36% | 28.83%-23.5pp | 10.36%-5.0pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $37,738-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |