Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $105,160 |
SLC MANAGEMENT4 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $67,060 |
Filed as: WILLIS TOWERS WATSON USA LLC Service code 11 · EIN 53-0181291 | Actuarial | $49,717 |
DRIVEN PSC2 years Service code 10 · EIN 66-0961896 | Accounting | $20,202 |
Filed as: BANCO POPULAR TRUST Service code 21 · EIN 66-0561870 | Bank Trustee | $16,146 |
LANDA UMPIERRE PSC2 years Service code 10 · EIN 30-0116076 | Accounting | $12,475 |
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Employer 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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -15.98% | -0.56%-15.4pp | -3.21%-12.8pp | 39.77%-55.8pp |
| Employer contribution / active EE | $7,643 | $21,553-64.5% | $46,051-83.4% | $19,959-61.7% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |