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| Provider | Service type | Compensation |
|---|---|---|
POPULAR SECURITIES, INC.6 years Filed as: POPULAR SECURITIES, LLC Service code 19 · EIN 66-0374802 | Securities Custodian | $63,363 |
BANCO POPULAR DE PUERTO RICO6 years Service code 19 · EIN 66-0561870 | Securities Custodian | $55,770 |
Service code 11 · EIN 30-0192194 | Actuarial | $27,600 |
AIG10+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $14,595 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $250,061-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 46.0%-46.0pp | 2.1%-2.1pp |
| Annual return | 11.54% | 7.65%+3.9pp | 7.82%+3.7pp | 7.65%+3.9pp |
| Employer contribution / active EE | $2,894 | $20,582-85.9% | $31,823-90.9% | $20,582-85.9% |
| Participant deferral / active EE | $41 | $1,172-96.5% | $365-88.9% | $1,172-96.5% |
| Admin fee / account holder | $0 | $193-100.0% | $18,503-100.0% | $193-100.0% |