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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $47,250 |
FID INV INST OPS CO1 year Service code 14 · EIN 04-2647786 | Plan Administrator | $28,000 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $22,000 |
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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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 5.70% | 7.22%-1.5pp | 6.70%-1.0pp | 8.21%-2.5pp |
| Employer contribution / active EE | $6,375 | $12,542-49.2% | $25,217-74.7% | $13,841-53.9% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |