Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $66,059 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,652 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $44,080 |
LANDA UMPIERRE PSC2+ years Filed as: LANDA UMPIERRE Service code 10 · EIN 30-0116076 | Accounting | $30,449 |
BDO USA, LLP1 year Filed as: BDO PUERTO RICO, PSC Service code 10 · EIN 66-0578857 | Accounting | $17,680 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $16,138 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.76% | 5.80%+1.0pp | 4.74%+2.0pp | 11.88%-5.1pp |
| Employer contribution / active EE | $12,447 | $15,506-19.7% | $36,089-65.5% | $14,612-14.8% |
| Participant deferral / active EE | $20 | $206-90.1% | $59-65.2% | $518-96.1% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |