Filed October 21, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $88,329 |
BANCO POPULAR DE PUERTO RICO10+ years Service code 25 · EIN 66-0175278 | Directed Trustee | $55,866 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,800 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT Service code 13 · EIN 36-3051915 | Contract Administrator | $11,758 |
JONES DAY10+ years Service code 29 · EIN 34-0319085 | Legal | $9,451 |
Service code 29 · EIN 66-0488206 | Legal | $6,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 0.37% | 7.69%-7.3pp | 8.92%-8.5pp | 13.05%-12.7pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |