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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-2647786 | Plan Administrator | $214,141 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $183,081 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $112,804 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $89,261 |
ALBERTO R. LAZARO3+ years Service code 10 · EIN 66-0612011 | Accounting | $21,734 |
MCCONNELL VALDES LLC3+ years Filed as: MCCONNELL VALDES Service code 29 · EIN 66-0226027 | Legal | $5,515 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 3.02% | 7.01%-4.0pp | 12.68%-9.7pp | 0.19%+2.8pp |
| Employer contribution / active EE | $913 | $12,638-92.8% | $22,860-96.0% | $13,763-93.4% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |