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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $644,033 |
MERCER2+ years Service code 11 · EIN 61-0736136 | Actuarial | $418,742 |
KBI GLOBAL INVESTORS2+ years Service code 28 · EIN 98-0460079 | Investment Management | $408,100 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $363,662 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $269,238 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $191,731 |
BLUEBAY ASSET MANAGEMENT LLP2+ years Service code 28 · EIN 98-1028247 | Investment Management | $177,839 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $113,480 |
BDO USA, LLP2+ years Filed as: BDO PUERTO RICO PSC Service code 10 · EIN 66-0578857 | Accounting | $12,269 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -9.94% | 33.37%-43.3pp | -2.99%-7.0pp | 33.37%-43.3pp |
| Employer contribution / active EE | $30,919 | $11,253+174.8% | $41,623-25.7% | $11,253+174.8% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |