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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1825864 333 WEST 34TH ST. · NEW YORK, NY 10001 | Actuarial | $225,908 |
LUIS CANDELARIO ROSARIO5 years Service code 13 · EIN 66-0344657 COND PARQUE SAN ANTONIO II · CAGUAS, PR 00727 | Contract Administrator | $55,125 |
JOHANNY M. MEJIAS NAVARRO2 years Filed as: JOHANNY MEJIAS NAVARRO Service code 30 · EIN 66-0344357 BO OBRERO 514 CALLE 11 · SAN JUAN, PR 00915 | Employee (plan) | $35,374 |
Filed as: AQUINO DE CORDOVA, LLC Service code 10 · EIN 66-0546032 PO BOX 70262 · SAN JUAN, PR 00936 | Accounting | $28,200 |
MILITZA R. SANTIAGO MOLINA2 years Filed as: MILITZA SANTIAGO MOLINA Service code 13 · EIN 66-0344357 RIVERAS DE CUPEY A 23 · GUAYNABO, PR 00968 | Contract Administrator | $20,868 |
MIRIANGELIE CLAUDIO3 years Service code 13 · EIN 66-0344357 BARRIO OBRERO · SAN JUAN, PR 00915 | Contract Administrator | $13,138 |
ENRIQUE MELENDEZ8+ years Service code 49 · EIN 66-0344357 BO EL VERDE, BOX 1930 · RIO GRANDE, PR 00945 | Other Services | $7,950 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 125.62% | 9.74%+115.9pp | 12.68%+112.9pp | 9.89%+115.7pp |
| Employer contribution / active EE | $2,254 | $15,597-85.6% | $41,609-94.6% | $14,313-84.3% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |