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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $117,781 |
MARTA LOZADA4+ years Service code 30 · EIN 66-0344357 URB. TOA ALTA HEIGHTS I-71 CALLE 3 · TOA ALTA, PR 00953 | Employee (plan) | $23,727 |
JOHANNY M. MEJIAS NAVARRO4+ years Service code 30 · EIN 66-0344357 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $23,444 |
LUIS CANDELARIO ROSARIO1 year Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $20,196 |
Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $17,325 |
CORRETJER, LLC2 years Service code 22 · EIN 66-0393131 625 AVE. PONCE DE LEON · HATO REY, PR 00917 | Insurance Broker | $11,307 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $8,991 |
Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY · GUAYNABO, PR 00968 | Contract Administrator | $8,946 |
ENRIQUE MELENDEZ4+ years Service code 49 · EIN 66-0344357 BO. EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,500 |
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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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | -12.17% | 12.98%-25.2pp | 14.64%-26.8pp | 13.59%-25.8pp |
| Employer contribution / active EE | $2,878 | $16,363-82.4% | $41,831-93.1% | $14,592-80.3% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |