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: BBPR - POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,081 | $78,707-59.2% | $117,861-72.8% | $70,126-54.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.98% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $740 | $2,223-66.7% | $3,786-80.4% | $2,343-68.4% |
| Participant deferral / active EE | $2,071 | $3,297-37.2% | $4,482-53.8% | $3,332-37.8% |
| Admin fee / account holder | $97 | $5,066-98.1% | $8,021-98.8% | $4,645-97.9% |