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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 61-0736136 | Actuarial | $88,398 |
AB FUNDS7+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $61,085 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $35,765 |
KBI GLOBAL INVESTORS7+ years Service code 28 · EIN 98-0460079 | Investment Management | $33,381 |
BANCO POPULAR DE PUERTO RICO7+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $24,092 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $19,766 |
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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 | $331,632-100.0% | $331,632-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 61.72% | 10.23%+51.5pp | 10.60%+51.1pp | 24.44%+37.3pp |
| Employer contribution / active EE | $0 | $49,083-100.0% | $43,831-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |