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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $1,095,389 |
KBI GLOBAL INVESTORS2+ years Service code 28 · EIN 98-0460079 | Investment Management | $626,694 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $626,339 |
MERCER2+ years Service code 11 · EIN 61-0736136 | Actuarial | $494,575 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $419,049 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $249,270 |
BDO USA, LLP2+ years Filed as: BDO PUERTO RICO PSC Service code 10 · EIN 66-0578857 | Accounting | $17,871 |
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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 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 7.03% | 12.86%-5.8pp | 10.03%-3.0pp | 12.86%-5.8pp |
| Employer contribution / active EE | $37,401 | $13,687+173.3% | $38,789-3.6% | $13,687+173.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |