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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-2647786 | Plan Administrator | $205,289 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $170,000 |
YANIRA ROSARIO CPA LLC1 year Service code 10 · EIN 66-1059703 | Accounting | $53,800 |
MCCONNELL VALDES LLC3 years Service code 29 · EIN 66-0226027 | Legal | $47,045 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $40,590 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 1.93% | 3.31%-1.4pp | 5.04%-3.1pp | 13.05%-11.1pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |