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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $67,303 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 250 MUNOZ RIVERA 10TH FLOOR · SAN JUAN, PR 00918 | Bank Trustee | $21,518 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $20,000 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 16 · EIN 13-4008324 | Consulting | $20,000 |
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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 8.20% | 3.14%+5.1pp | 10.53%-2.3pp | 10.21%-2.0pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |