Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 17 · EIN 66-0561870 | Pension Consulting | $59,591 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,125 | $57,096-59.5% | $94,228-75.5% | $55,191-58.1% |
| Participation rate | 99.5% | 75.7%+23.8pp | 78.8%+20.7pp | 69.2%+30.3pp |
| Annual return | 0.24% | 159.65%-159.4pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $883 | $1,708-48.3% | $3,587-75.4% | $1,899-53.5% |
| Participant deferral / active EE | $2,280 | $3,165-28.0% | $4,320-47.2% | $3,046-25.2% |
| Admin fee / account holder | $137 | $89+53.5% | $6,269-97.8% | $91+50.9% |