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| Provider | Service type | Compensation |
|---|---|---|
POPULAR SECURITIES, INC.1 year Service code 17 | Pension Consulting | $16,256 |
Filed as: BBPR - POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
POPULAR SECURITIES, INC.1 year Filed as: POPULAR SECUTITIES, INC. Service code 17 · EIN 66-0374802 | Pension Consulting | $0 |
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).
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 | $43,223 | $81,474-46.9% | $133,959-67.7% | $73,493-41.2% |
| Participation rate | 99.0% | 76.4%+22.6pp | 79.8%+19.2pp | 70.7%+28.3pp |
| Annual return | 12.53% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $798 | $2,209-63.9% | $3,919-79.6% | $2,270-64.8% |
| Participant deferral / active EE | $2,630 | $3,786-30.5% | $5,047-47.9% | $3,740-29.7% |
| Admin fee / account holder | $133 | $713-81.3% | $8,928-98.5% | $513-74.0% |