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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $34,975 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $16,943 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $16,000 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 28 · EIN 94-3112180 | Investment Management | $6,693 |
BPAS5 years Filed as: BPAS TRUST COMPANY Service code 11 · EIN 66-0795542 | Actuarial | $6,450 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -15.97% | 0.10%-16.1pp | -4.80%-11.2pp | -14.65%-1.3pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |