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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $63,608 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 38-2029668 | Accounting | $8,000 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 25 | Directed Trustee | $7,930 |
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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 | $206,458-100.0% | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | - |
| Annual return | -13.75% | 4.11%-17.9pp | -3.43%-10.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $25,607-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $13,511-100.0% | - |