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| Provider | Service type | Compensation |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $659,929 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-2647786 | Plan Administrator | $318,371 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $261,014 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $106,532 |
ALBERTO R. LAZARO7+ years Service code 10 · EIN 66-0612011 | Accounting | $24,677 |
MCCONNELL VALDES LLC1 year Service code 29 · EIN 66-0226027 | Legal | $8,316 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -22.66% | -15.55%-7.1pp | -5.12%-17.5pp | 39.77%-62.4pp |
| Employer contribution / active EE | $27,227 | $14,317+90.2% | $31,020-12.2% | $19,959+36.4% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |