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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 61-0736136 | Actuarial | $61,261 |
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $28,448 |
KBI GLOBAL INVESTORS3+ years Service code 28 · EIN 98-0460079 | Investment Management | $18,327 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $17,612 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $11,804 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $7,029 |
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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 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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.3%-47.3pp |
| Annual return | 133.20% | 9.46%+123.7pp | 239.57%-106.4pp | 12.16%+121.0pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |