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| Provider | Service type | Compensation |
|---|---|---|
POPULAR SECURITIES, INC.1+ years Service code 17 · EIN 66-0374802 | Pension Consulting | $109,058 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $29,006 |
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 | $35,732 | $33,745+5.9% | $64,105-44.3% | $55,191-35.3% |
| Participation rate | 93.7% | 59.4%+34.3pp | 68.2%+25.5pp | 69.2%+24.5pp |
| Annual return | -0.99% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.8pp |
| Employer contribution / active EE | $979 | $641+52.8% | $1,820-46.2% | $1,899-48.4% |
| Participant deferral / active EE | $2,005 | $1,929+3.9% | $2,822-28.9% | $3,046-34.2% |
| Admin fee / account holder | $195 | $94+106.6% | $4,499-95.7% | $91+114.7% |