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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $34,648 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $31,461 |
HUNTON ANDREWS KURTH LLP1+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $21,407 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $21,133 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,500 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $1,613 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | -5.30% | -3.35%-1.9pp | -0.97%-4.3pp | -2.16%-3.1pp |
| Employer contribution / active EE | $162,500 | $38,959+317.1% | $22,441+624.1% | $42,949+278.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |