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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $1,036,756 |
KBI GLOBAL INVESTORS1+ years Service code 28 · EIN 98-0460079 | Investment Management | $667,913 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $641,850 |
MERCER1+ years Service code 11 · EIN 61-0736136 | Actuarial | $617,913 |
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $430,164 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $256,171 |
BDO USA, LLP1+ years Filed as: BDO PUERTO RICO PSC Service code 10 · EIN 66-0578857 | Accounting | $19,101 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 0.00% | 21.83%-21.8pp | 239.57%-239.6pp | 21.83%-21.8pp |
| Employer contribution / active EE | $41,564 | $12,237+239.7% | $43,837-5.2% | $12,237+239.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |