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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,165,961 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST. NW · WASHINGTON, DC 20005 | Insurance services | $684,640 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $381,074 |
CONSULTIVA INTERNATIONAL8+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $84,387 |
DCM ADVISORS1 year Service code 28 · EIN 13-3441185 | Investment Management | $83,413 |
NEWTON1 year Service code 28 · EIN 13-2662736 | Investment Management | $65,276 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $44,590 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $37,270 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -22.41% | -6.02%-16.4pp | -3.21%-19.2pp | 23.41%-45.8pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |