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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $113,301 |
Filed as: JOHANNY M MEJIAS NAVARRO Service code 30 · EIN 66-0344357 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $24,075 |
CORRETJER, LLC1 year Filed as: CORRETJER LLC Service code 22 · EIN 66-0393131 625 AVE. PONCE DE LEON · HATO REY, PR 00917 | Insurance Broker | $21,832 |
MARTA LOZADA2+ years Service code 30 · EIN 66-0344357 URB. TOA ALTA HEIGHTS I-71 CALLE 3 · TOA ALTA, PR 00953 | Employee (plan) | $19,330 |
Filed as: AQUINO, DE CORDOVA, ALFARO AND CO L Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $15,350 |
Filed as: MILITZA R SANTIAGO MOLINA Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY · GUAYNABO, PR 00968 | Contract Administrator | $10,541 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $10,260 |
ENRIQUE MELENDEZ2+ years Service code 49 · EIN 66-0344357 BO. EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $8,773 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA INTERNACIONAL Service code 13 · EIN 66-0569863 CITY VIEW PLAZA I TORRES 1 · GUAYNABO, PR 00968 | Contract Administrator | $8,074 |
Service code 10 · EIN 66-0572919 PO BOX 191978 · SAN JUAN, PR 00919 | Accounting | $6,750 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | -18.83% | 12.23%-31.1pp | 10.36%-29.2pp | 13.95%-32.8pp |
| Employer contribution / active EE | $35,188 | $18,059+94.8% | $37,738-6.8% | $16,598+112.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |