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| Provider | Service type | Compensation |
|---|---|---|
POPULAR SECURITIES, INC.2 years Filed as: POPULAR SECURITIES, LLC Service code 19 · EIN 66-0374802 | Securities Custodian | $53,785 |
BANCO POPULAR DE PUERTO RICO2 years Service code 19 · EIN 66-0561870 | Securities Custodian | $36,321 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $27,313 |
AIG6+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,230 |
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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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 12.96% | 11.45%+1.5pp | 6.78%+6.2pp | 11.45%+1.5pp |
| Employer contribution / active EE | $6,176 | $17,219-64.1% | $28,542-78.4% | $17,219-64.1% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |