Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $116,459 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,805 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON USA LLC Service code 11 · EIN 53-0181291 | Actuarial | $55,712 |
DRIVEN PSC4 years Service code 10 · EIN 66-0961896 | Accounting | $21,840 |
LANDA UMPIERRE PSC4 years Service code 10 · EIN 30-0116076 | Accounting | $18,748 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $12,219 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 1.25% | 8.17%-6.9pp | 9.14%-7.9pp | 7.65%-6.4pp |
| Employer contribution / active EE | $4,348 | $17,261-74.8% | $40,544-89.3% | $20,599-78.9% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |