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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST · NEW YORK, NY 10001 | Actuarial | $367,969 |
LUIS CANDELARIO ROSARIO6 years Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $45,875 |
JOHANNY M. MEJIAS NAVARRO3 years Filed as: JOHANNY MEJIAS NAVARRO Service code 30 · EIN 66-0344357 BO OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $35,374 |
Filed as: MILITZA SANTIAGO Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY A 23 · GUAYNABO, PR 00968 | Contract Administrator | $20,868 |
MIRIANGELIE CLAUDIO4 years Service code 13 · EIN 66-0344357 BARRIO OBRERO · SAN JUAN, PR 00915 | Contract Administrator | $13,138 |
Filed as: AQUINO DE CORDOVA, LLC Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $9,350 |
ENRIQUE MELENDEZ9+ years Service code 49 · EIN 66-0344357 BO EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,650 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 109.89% | 10.25%+99.6pp | 8.34%+101.6pp | 8.21%+101.7pp |
| Employer contribution / active EE | $2,943 | $16,685-82.4% | $30,790-90.4% | $13,841-78.7% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |