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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS6+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $1,099,045 |
MERCER6+ years Service code 11 · EIN 61-0736136 | Actuarial | $645,112 |
KBI GLOBAL INVESTORS6+ years Service code 28 · EIN 98-0460079 | Investment Management | $630,488 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $386,482 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $321,055 |
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $302,960 |
DRIVEN PSC4 years Service code 10 · EIN 66-0961896 | Accounting | $19,533 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 6.89% | 9.30%-2.4pp | 6.89%0pp | 9.30%-2.4pp |
| Employer contribution / active EE | $36,096 | $12,551+187.6% | $43,868-17.7% | $12,551+187.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |