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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $119,726 |
LUIS CANDELARIO ROSARIO4 years Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $27,932 |
Filed as: JOHANNY MEJIAS NAVARRO Service code 30 · EIN 66-0344357 BO OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $27,899 |
AQUINO, DE CORDOVA, ALFARO2 years Filed as: AQUINO, DE CORDOVA, ALFARO & CO. Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $25,120 |
Filed as: MILITZA SANTIAGO MOLINA Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY A 23 · GUAYNABO, PR 00968 | Contract Administrator | $15,570 |
ENRIQUE MELENDEZ7+ years Service code 49 · EIN 66-0344357 BO EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,650 |
MIRIANGELIE CLAUDIO2 years Service code 13 · EIN 66-0344357 BARRIO OBRERO · SAN JUAN, PR 00915 | Contract Administrator | $7,575 |
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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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | 127.41% | -12.85%+140.3pp | -3.21%+130.6pp | -5.25%+132.7pp |
| Employer contribution / active EE | $2,865 | $16,520-82.7% | $46,051-93.8% | $15,161-81.1% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |