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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,248,956 |
Filed as: TOWERS WATSON DELAVARE INC Service code 11 · EIN 53-0181291 | Actuarial | $789,034 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST NW · WASHINGTON, DC 20005 | Insurance services | $599,918 |
Filed as: MARKSTON INTERNATIONAL LLC Service code 28 · EIN 13-3441185 | Investment Management | $157,476 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA INTERNATIONAL INC Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
Filed as: MORGAN STANLEY EMERGING TRUST Service code 28 · EIN 13-3040307 | Investment Management | $105,848 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY ASSET MGMT LLC Service code 28 · EIN 13-2662736 | Investment Management | $95,323 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $81,072 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $60,362 |
Filed as: ARONSON JOHNSON ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $26,817 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.55% | -0.94%-3.6pp | -2.18%-2.4pp | 33.37%-37.9pp |
| Employer contribution / active EE | $8,094 | $12,464-35.1% | $38,751-79.1% | $11,253-28.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |