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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $151,006 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $95,231 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $90,530 |
Filed as: FIDELITY Service code 14 · EIN 04-2647786 | Plan Administrator | $61,069 |
ALBERTO R. LAZARO1+ years Service code 10 · EIN 66-0612011 | Accounting | $20,362 |
MCCONNELL VALDES LLC1+ years Filed as: MCCONNELL VALDES Service code 29 · EIN 66-0226027 | Legal | $11,624 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.01% | 17.94%-13.9pp | 5.44%-1.4pp | 7.18%-3.2pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |