Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $91,908 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $64,219 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $45,410 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 13-5521910 | Investment Management | $43,935 |
BLACKROCK1+ years Filed as: BLACK ROCK Service code 28 · EIN 32-0174431 | Investment Management | $38,379 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $20,045 |
PARISSI PSC1+ years Service code 10 · EIN 66-0610575 | Accounting | $17,000 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE ASSET MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $13,422 |
LANDA UMPIERRE PSC1+ years Filed as: LANDA UMPIERRE Service code 10 · EIN 30-0116076 | Accounting | $6,143 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.97% | 0.06%-1.0pp | -0.81%-0.2pp | -0.60%-0.4pp |
| Employer contribution / active EE | $11,905 | $14,206-16.2% | $38,425-69.0% | $12,272-3.0% |
| Participant deferral / active EE | $19 | $1+1600.0% | $315-93.9% | $416-95.4% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |