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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO5+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $38,433 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $17,527 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $12,360 |
BPAS2 years Filed as: BPAS TRUST COMPANY Service code 11 · EIN 66-0795542 | Actuarial | $9,312 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 21 · EIN 94-3112180 | Bank Trustee | $7,474 |
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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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 18.31% | 10.98%+7.3pp | 18.06%+0.2pp | 12.16%+6.1pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |