Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $144,726 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $52,151 |
Filed as: WILLIIS TOWER WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $43,841 |
LANDA UMPIERRE PSC1 year Filed as: LANDA UMPIERRE, PSC Service code 10 · EIN 30-0116076 | Accounting | $24,371 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $21,408 |
BDO USA, LLP2 years Filed as: BDO PUERTO RICO, PSC Service code 10 · EIN 66-0578857 | Accounting | $16,480 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.33% | 12.23%-0.9pp | 10.36%+1.0pp | 13.95%-2.6pp |
| Employer contribution / active EE | $17,026 | $18,059-5.7% | $37,738-54.9% | $16,598+2.6% |
| Participant deferral / active EE | $21 | $317-93.3% | $137-84.4% | $511-95.8% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |