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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $72,923 |
MERCER5+ years Service code 11 · EIN 61-0736136 | Actuarial | $65,972 |
KBI GLOBAL INVESTORS5+ years Service code 28 · EIN 98-0460079 | Investment Management | $44,697 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $37,452 |
BANCO POPULAR DE PUERTO RICO5+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $24,527 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $18,693 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 4.59% | 9.62%-5.0pp | 9.74%-5.1pp | 9.30%-4.7pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |