Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,038 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $56,534 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $51,930 |
LANDA UMPIERRE PSC4 years Filed as: LANDA UMPIERRE, PSC Service code 10 · EIN 30-0116076 | Accounting | $18,748 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $10,716 |
BDO USA, LLP5 years Filed as: BDO PUERTO RICO, PSC Service code 10 · EIN 66-0578857 | Accounting | $7,646 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 12.88% | 10.61%+2.3pp | 9.52%+3.4pp | 627.08%-614.2pp |
| Employer contribution / active EE | $17,047 | $21,392-20.3% | $41,951-59.4% | $18,824-9.4% |
| Participant deferral / active EE | $8 | $61-87.3% | $18-57.4% | $418-98.1% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |