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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $173,304 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $31,442 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $18,430 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 2.78% | 9.45%-6.7pp | 5.04%-2.3pp | 7.65%-4.9pp |
| Employer contribution / active EE | $3,977 | $14,895-73.3% | $26,454-85.0% | $20,582-80.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |