Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $5,793 |
POPULAR SECURITIES, INC.1 year Filed as: POPULAR SECURITIES LLC Service code 27 208 PONCE DE LEON AVE STE 1200 · SAN JUAN, PR 00918 | Advisory (Plan) | $1,308 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GRRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,632 | $46,332-83.5% | $143,799-94.7% | $64,819-88.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -18.83% | -10.05%-8.8pp | -0.04%-18.8pp | 32.84%-51.7pp |
| Employer contribution / active EE | $1,750 | $1,911-8.4% | $4,952-64.7% | $2,507-30.2% |
| Participant deferral / active EE | $1,737 | $2,647-34.4% | $5,638-69.2% | $4,311-59.7% |
| Admin fee / account holder | $1 | $154-99.4% | $14,677-100.0% | $188-99.5% |