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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,307,396 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 009362708 | Bank Trustee | $2,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,414 | $89,609+54.5% | $392,568-64.7% | $89,609+54.5% |
| Participation rate | 94.0% | 69.6%+24.4pp | 78.1%+15.9pp | 69.6%+24.4pp |
| Annual return | 23.61% | 33.65%-10.0pp | 24.42%-0.8pp | 33.65%-10.0pp |
| Employer contribution / active EE | $4,060 | $2,584+57.1% | $3,783+7.3% | $2,584+57.1% |
| Participant deferral / active EE | $7,743 | $4,222+83.4% | $5,985+29.4% | $4,222+83.4% |
| Admin fee / account holder | $124 | $72+73.5% | $6,260-98.0% | $72+73.5% |