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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $56,276 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $50,604 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 15 · EIN 13-4994650 | Recordkeeping | $45,446 |
MCCONELL VALDES LLC1+ years Service code 29 · EIN 66-0226027 | Legal | $23,695 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $17,952 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $15,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $5,880 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -3.06% | -5.77%+2.7pp | -3.43%+0.4pp | -2.16%-0.9pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |