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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,720 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,157 |
EDUARDO MELENDEZ3+ 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.3+ years Filed as: ERIC BAEZ RODRIGUEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
FERNANDO RODRIGUEZ3+ years Filed as: FERNANDO F LOPEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,651 | $80,753-26.1% | $136,298-56.2% | $62,293-4.2% |
| Participation rate | 98.4% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 16.55% | 35.83%-19.3pp | 5156.27%-5139.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,551 | $2,884-46.2% | $4,696-67.0% | $2,042-24.1% |
| Participant deferral / active EE | $3,656 | $5,164-29.2% | $6,247-41.5% | $3,169+15.4% |
| Admin fee / account holder | $81 | $525-84.6% | $9,244-99.1% | $479-83.1% |