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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $303,338 |
LANE GORMAN TRUBITT, PLLC4+ years Filed as: LANE GORMAN TRUBITT Service code 16 · EIN 75-1044330 | Consulting | $33,000 |
BENEFITS PUERTO RICO1 year Service code 16 · EIN 27-2120858 | Consulting | $22,709 |
ERIN1 year Service code 16 · EIN 82-3518399 | Consulting | $15,045 |
Filed as: BANCO POPULAR DE P.R. Service code 21 · EIN 66-0561870 | Bank Trustee | $7,286 |
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 | $156,293 | $34,242+356.4% | $76,518+104.3% | $75,289+107.6% |
| Participation rate | 95.4% | 43.9%+51.5pp | 68.0%+27.4pp | 72.4%+23.0pp |
| Annual return | -5.18% | -0.98%-4.2pp | -0.27%-4.9pp | -0.04%-5.1pp |
| Employer contribution / active EE | $5,511 | $975+465.3% | $2,647+108.2% | $2,405+129.1% |
| Participant deferral / active EE | $10,539 | $1,872+462.8% | $3,836+174.8% | $3,739+181.9% |
| Admin fee / account holder | $136 | $112+21.9% | $4,849-97.2% | $102+33.4% |