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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 61-0736136 | Actuarial | $100,629 |
AB FUNDS8+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $99,084 |
KBI GLOBAL INVESTORS8+ years Service code 28 · EIN 98-0460079 | Investment Management | $56,842 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $34,843 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $28,945 |
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $27,313 |
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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 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 0.82% | 6.49%-5.7pp | 6.89%-6.1pp | 13.05%-12.2pp |
| Employer contribution / active EE | $0 | $48,281-100.0% | $43,868-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |