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 |
|---|---|---|
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $70,819 |
Service code 19 · EIN 66-0561870 | Securities Custodian | $53,586 |
POPULAR SECURITIES, INC.1 year Filed as: POPULAR SECURITIES, LLC Service code 19 · EIN 66-0374802 | Securities Custodian | $51,958 |
AIG5+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,230 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 19.78% | 53.27%-33.5pp | 8.97%+10.8pp | 53.27%-33.5pp |
| Employer contribution / active EE | $7,578 | $14,774-48.7% | $37,026-79.5% | $14,774-48.7% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |