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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO9+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $33,618 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $16,943 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $16,484 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP. Service code 28 · EIN 94-3112180 | Investment Management | $6,220 |
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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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 13.89% | 16.55%-2.7pp | 15.31%-1.4pp | 24.44%-10.6pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |