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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 27-2436452 | Investment Management | $73,132 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 21 · EIN 66-0175278 | Bank Trustee | $57,468 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $38,010 |
WHITLEY PENN LLP8 years Service code 10 · EIN 75-2393478 | Accounting | $20,280 |
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Annual investment return 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 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 0.29% | 9.15%-8.9pp | 9.17%-8.9pp | 13.05%-12.8pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |