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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,500 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,135 |
EDUARDO MELENDEZ1+ years Filed as: EDUARDO L RODRIGUEZ TORRES Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
ERIC J. FERNANDEZ & CO.1+ years Filed as: ERIC BAEZ RODRIGUEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
FERNANDO RODRIGUEZ1+ years Filed as: FERNANDO F LOPEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,119 | $70,002-42.7% | $115,038-65.1% | $52,331-23.3% |
| Participation rate | 93.0% | 72.1%+20.9pp | 81.4%+11.6pp | 68.1%+24.9pp |
| Annual return | 0.61% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $4,520 | $2,715+66.5% | $4,608-1.9% | $1,882+140.2% |
| Participant deferral / active EE | $1,906 | $4,920-61.3% | $6,026-68.4% | $3,022-36.9% |
| Admin fee / account holder | $51 | $566-91.0% | $8,175-99.4% | $592-91.4% |