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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC Service code 17 · EIN 66-0561870 | Pension Consulting | $65,362 |
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 | $25,846 | $107,378-75.9% | $108,582-76.2% | $57,658-55.2% |
| Participation rate | 99.8% | 77.1%+22.7pp | 79.6%+20.2pp | 70.2%+29.5pp |
| Annual return | 6.21% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,033 | $1,782-42.0% | $3,758-72.5% | $1,974-47.7% |
| Participant deferral / active EE | $2,541 | $3,221-21.1% | $4,311-41.1% | $3,061-17.0% |
| Admin fee / account holder | $139 | $108+27.8% | $7,645-98.2% | $95+46.7% |