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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $98,772 |
ROBERTO ANDRION JR.1+ years Filed as: ROBERTO CORRETJER PIQUER Service code 22 · EIN 66-0393131 625 AVE. PONCE DE LEON · HATO REY, PR 00917 | Insurance Broker | $27,108 |
COHEN & STEERS1+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $25,154 |
MARTA LOZADA1+ years Service code 30 · EIN 66-0344357 URB. TOA ALTA HEIGHTS I-71 CALLE 3 · TOA ALTA, PR 00953 | Employee (plan) | $22,961 |
JOHANNY M. MEJIAS NAVARRO1+ years Service code 30 · EIN 66-0344357 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $22,317 |
SARA WHITE1+ years Filed as: SARA A PACHECO DAVILA Service code 15 · EIN 66-0344357 352 DEL PARQUE ST. STOP 23 · SAN JUAN, PR 00912 | Recordkeeping | $17,556 |
AQUINO, DE CORDOVA, ALFARO1+ years Filed as: AQUINO, DE CORDOVA, ALFARO & CO LLP Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $16,550 |
ENRIQUE MELENDEZ1+ years Service code 49 · EIN 66-0344357 BO. EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $12,000 |
Service code 10 · EIN 66-0572919 PO BOX 191978 · SAN JUAN, PR 00919 | Accounting | $6,000 |
LAZARD ASSET MANAGEMENT1+ years Filed as: SPECIAL LAZARD Service code 13 · EIN 05-0530199 PO BOX 5394 · NEW YORK, NY 10185 | Contract Administrator | $5,948 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -8.00% | 5.13%-13.1pp | 4.74%-12.7pp | 7.18%-15.2pp |
| Employer contribution / active EE | $2,933 | $14,689-80.0% | $36,089-91.9% | $13,095-77.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |