Overview

Plan Rating

BrightScope Rating
50
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (56)
Highest in Peer Group (83)

Plan Description

San Juan Marriot Resort & Stellaris Casino Employee Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 50. San Juan Marriot Resort & Stellaris Casino Employee Retirement Plan currently has over 500 active participants and over $6.6M in plan assets.

Did you know?

For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (50) and the top rated plan (83) could equate to:
14
Additional years of work
240,582
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1309 Ashford Avenue
  • Location
    San Juan , PR
  • 00907-1321
  • Industry
    Casino Hotels
  • Administrator
    Michelle Torres
  • Sponsor
    Rosana Olazagasti
  • Net Plan Assets
    $6,630,000
  • Total Participants
    570
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Marriott International, Inc. Common Stock 27%
N/A
Invesco American Franchise 18%
12%
Federated Government Obligations 10%
82%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
UBS Financial Services, Inc.
Investment Adviser
UBS Financial Services, Inc.
Recordkeeper
Benefit Plans Administrative Service (BPAS)
Auditor
Vega Palau & Co.

Articles and Questions

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