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| Provider | Service type | Compensation |
|---|---|---|
SHARON HUANG1 year Filed as: SHARON SANTANA PSC Service code 50 PO BOX · SAN JUAN, PR 00936 | Direct Payment | $12,637 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,018 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,947 |
EDUARDO MELENDEZ4+ 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.4+ years Filed as: ERIC BAEZ RODRIGUEZ Service code 53 273 PONCE DE LEON AVE STE 1400 · HATO REY, PR 00917 | Insurance Commissions | $0 |
FERNANDO RODRIGUEZ4+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,423 | $73,102-31.0% | $123,552-59.2% | $56,287-10.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,928 | $2,977-35.2% | $4,628-58.3% | $2,111-8.7% |
| Participant deferral / active EE | $4,725 | $5,423-12.9% | $6,426-26.5% | $3,350+41.0% |
| Admin fee / account holder | $185 | $554-66.5% | $9,285-98.0% | $521-64.4% |