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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $387,147 |
MERCER2+ years Service code 11 · EIN 61-0736136 | Actuarial | $373,930 |
KBI GLOBAL INVESTORS2+ years Service code 28 · EIN 98-0460079 | Investment Management | $245,321 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $218,608 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $161,847 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $115,255 |
BLUEBAY ASSET MANAGEMENT LLP2+ years Service code 28 · EIN 98-1028247 | Investment Management | $106,904 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $68,216 |
BDO USA, LLP2+ years Filed as: BDO PUERTO RICO PSC Service code 10 · EIN 66-0578857 | Accounting | $7,375 |
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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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -11.33% | -0.13%-11.2pp | -2.99%-8.3pp | 0.19%-11.5pp |
| Employer contribution / active EE | $45,230 | $16,248+178.4% | $41,623+8.7% | $13,763+228.6% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |