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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $75,427 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $31,246 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $25,906 |
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Employer contribution per participant 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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 10.80% | 9.67%+1.1pp | 7.69%+3.1pp | 22.81%-12.0pp |
| Employer contribution / active EE | $1,648 | $11,016-85.0% | $28,501-94.2% | $18,290-91.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |