Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 16 · EIN 53-0181291 | Consulting | $37,842 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 16 250 MUNOZ RIVERA AVENUE, 10TH FLOOR · SAN JUAN, PR 00918 | Consulting | $8,019 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $151,373-100.0% | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | - |
| Annual return | 10.21% | 93.58%-83.4pp | 7.69%+2.5pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $28,501-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $49-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $51,246-100.0% | - |