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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $195,166 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $66,660 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-2647786 | Plan Administrator | $61,211 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $52,656 |
ALBERTO R. LAZARO4+ years Service code 10 · EIN 66-0612011 | Accounting | $22,402 |
MCCONNELL VALDES LLC4+ years Filed as: MCCONNELL VALDES Service code 29 · EIN 66-0226027 | Legal | $9,009 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 11.48% | 221.56%-210.1pp | 29.77%-18.3pp | 53.27%-41.8pp |
| Employer contribution / active EE | $1,890 | $12,096-84.4% | $33,607-94.4% | $14,774-87.2% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |