Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,034 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,361 |
EDUARDO MELENDEZ2+ 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.2+ years Filed as: ERIC BAEZ RODRIGUEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
FERNANDO RODRIGUEZ2+ years Filed as: FERNANDO F LOPEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
Annual investment return 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 | $47,777 | $75,183-36.5% | $123,894-61.4% | $55,167-13.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.08% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,567 | $2,823-44.5% | $4,617-66.0% | $1,963-20.1% |
| Participant deferral / active EE | $3,686 | $5,084-27.5% | $5,984-38.4% | $3,054+20.7% |
| Admin fee / account holder | $73 | $663-88.9% | $8,357-99.1% | $504-85.4% |