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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $65,311 |
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-1075278 | Bank Trustee | $18,653 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 10.06% | 9.41%+0.7pp | 793.01%-782.9pp | 9.29%+0.8pp |
| Employer contribution / active EE | $4,615 | $13,564-66.0% | $27,004-82.9% | $15,168-69.6% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |