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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 61-0736136 | Actuarial | $69,362 |
AB FUNDS6+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $57,848 |
KBI GLOBAL INVESTORS6+ years Service code 28 · EIN 98-0460079 | Investment Management | $35,630 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $34,199 |
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $23,607 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $19,066 |
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Employer contribution per participant 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 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -16.39% | -11.17%-5.2pp | -10.68%-5.7pp | -14.65%-1.7pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |