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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $406,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250,705 |
LANE GORMAN TRUBITT, PLLC9+ years Filed as: LANE GORMAN TRUBITT Service code 10 · EIN 75-1044330 | Accounting | $36,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,485 |
Filed as: BANCO POPULAR DE P.R. Service code 16 · EIN 66-0561870 | Consulting | $16,501 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,936 | $40,278+478.3% | $80,669+188.8% | $80,187+190.5% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 18.77% | 50.86%-32.1pp | 937.61%-918.8pp | 40.40%-21.6pp |
| Employer contribution / active EE | $6,098 | $1,332+357.7% | $2,724+123.9% | $2,980+104.7% |
| Participant deferral / active EE | $11,321 | $2,696+320.0% | $4,444+154.7% | $5,016+125.7% |
| Admin fee / account holder | $176 | $210-16.3% | $5,384-96.7% | $145+21.5% |