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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $112,036 |
JOHANNY M. MEJIAS NAVARRO5+ years Service code 30 · EIN 66-0344357 BO. OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $27,189 |
LUIS CANDELARIO ROSARIO2 years Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $26,521 |
AQUINO, DE CORDOVA, ALFARO2 years Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $22,950 |
MILITZA R. SANTIAGO MOLINA2 years Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY A 23 · GUAYNABO, PR 00968 | Contract Administrator | $15,084 |
ENRIQUE MELENDEZ5+ years Service code 49 · EIN 66-0344357 BO EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $8,100 |
CORRETJER, LLC1 year Filed as: CORRETEJER, LLC Service code 22 · EIN 66-0393131 625 AVE. PONCE DE LEON · HATO REY, PR 00917 | Insurance Broker | $7,783 |
COHEN & STEERS5+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $5,211 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 91.72% | 9.55%+82.2pp | 9.52%+82.2pp | 9.29%+82.4pp |
| Employer contribution / active EE | $3,149 | $20,722-84.8% | $41,951-92.5% | $15,168-79.2% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |