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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO4+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $39,029 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $17,183 |
BPAS1 year Filed as: BPAS TRUST COMPANY Service code 11 · EIN 66-0795542 | Actuarial | $15,687 |
WEAVER AND TIDWELL, LLP4+ years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $12,360 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $7,639 |
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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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -2.41% | -0.75%-1.7pp | 4.36%-6.8pp | -82.67%+80.3pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |