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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING,INC. Service code 16 · EIN 22-2232264 | Consulting | $924,926 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $64,259 |
Service code 29 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Legal | $14,757 |
ULMER & BERNE1 year Filed as: ULMER BERNE LLP Service code 29 · EIN 34-0756436 | Legal | $7,552 |
THE WAGNER LAW GROUP9+ years Service code 29 · EIN 04-3323315 | Legal | $6,052 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | -1.43% | 37.67%-39.1pp | 35.15%-36.6pp | 24.44%-25.9pp |
| Employer contribution / active EE | $0 | $48,360-100.0% | $46,389-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |