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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Filed as: RSM ROC AND CO Service code 10 · EIN 66-0388756 | Accounting | $31,293 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 28 · EIN 66-0561870 | Investment Management | $21,030 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,311 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISOR INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,611 | $54,558+113.7% | $76,002+53.4% | $74,546+56.4% |
| Participation rate | 96.6% | 60.3%+36.3pp | 69.1%+27.5pp | 67.2%+29.4pp |
| Annual return | 14.20% | 31.83%-17.6pp | 360.07%-345.9pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $6,353 | $1,778+257.3% | $2,688+136.3% | $2,624+142.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $277 | $2,232-87.6% | $6,414-95.7% | $1,944-85.7% |