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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $175,806 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $24,529 |
JOHNNY GARCIA1 year Filed as: JOHNNY M. MEJIAS NAVARRO Service code 30 · EIN 66-0393131 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $23,961 |
MARTA LOZADA3+ years Service code 30 · EIN 66-0344357 URB. TOA ALTA HEIGHTS I-71 CALLE 3 · TOA ALTA, PR 00953 | Employee (plan) | $21,249 |
Filed as: AQUINO, DE CORDOVA, ALFARO & CO., L Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $19,400 |
CORRETJER, LLC1 year Service code 22 · EIN 66-0393131 625 AVE. PONCE DE LEON · HATO REY, PR 00917 | Insurance Broker | $18,724 |
MILITZA R. SANTIAGO MOLINA2 years Filed as: MILITZA R SANTIAGO MOLINA Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY · GUAYNABO, PR 00968 | Contract Administrator | $11,342 |
LUIS CANDELARIO ROSARIO1 year Filed as: LUIS CALENDARIO ROSARIO Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $11,090 |
ENRIQUE MELENDEZ3+ years Service code 49 · EIN 66-0344357 BO. EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,521 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -34.77% | -1.56%-33.2pp | -2.18%-32.6pp | 10.56%-45.3pp |
| Employer contribution / active EE | $10,811 | $15,244-29.1% | $38,751-72.1% | $13,643-20.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |