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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $39,024 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 56-0181291 | Actuarial | $18,642 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $12,360 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $7,937 |
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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 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 | 11.06% | 3.14%+7.9pp | 10.53%+0.5pp | 10.21%+0.8pp |
| 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% |