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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $280,005 |
LANE GORMAN TRUBITT, PLLC3+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $50,150 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $38,369 |
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 | $166,356 | $43,717+280.5% | $81,473+104.2% | $77,958+113.4% |
| Participation rate | 95.8% | 42.5%+53.3pp | 68.0%+27.8pp | 71.6%+24.2pp |
| Annual return | 20.12% | 23.83%-3.7pp | 38.78%-18.7pp | 20.87%-0.7pp |
| Employer contribution / active EE | $6,063 | $919+559.9% | $2,568+136.1% | $2,310+162.4% |
| Participant deferral / active EE | $10,494 | $1,783+488.5% | $3,537+196.7% | $3,537+196.7% |
| Admin fee / account holder | $53 | $108-50.6% | $4,561-98.8% | $97-45.2% |