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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $93,334 |
FINANCIAL FINESSE1+ years Service code 16 · EIN 94-3333910 | Consulting | $66,000 |
LANE GORMAN TRUBITT, PLLC1+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $39,050 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $35,012 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,907 | $30,979+329.0% | $67,704+96.3% | $59,188+124.5% |
| Participation rate | 99.8% | 40.5%+59.3pp | 67.5%+32.3pp | 69.4%+30.4pp |
| Annual return | 1.53% | -1.74%+3.3pp | 25.41%-23.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $5,571 | $807+589.9% | $2,559+117.7% | $2,098+165.5% |
| Participant deferral / active EE | $9,536 | $1,603+495.1% | $3,585+166.0% | $3,265+192.1% |
| Admin fee / account holder | $34 | $81-58.0% | $4,255-99.2% | $92-63.1% |