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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $1,292,439 |
KBI GLOBAL INVESTORS3+ years Service code 28 · EIN 98-0460079 | Investment Management | $792,169 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $663,780 |
MERCER3+ years Service code 11 · EIN 61-0736136 | Actuarial | $482,655 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $434,705 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $331,307 |
DRIVEN PSC1 year Service code 10 · EIN 66-0961896 | Accounting | $18,772 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 4.59% | 15.63%-11.0pp | 9.74%-5.1pp | 15.63%-11.0pp |
| Employer contribution / active EE | $10,701 | $11,476-6.8% | $39,474-72.9% | $11,476-6.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |