Filed March 4, 2022
Total covered: 25 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,716 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $1,556 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132 |
FIDUCIENT ADVISORS LLC3+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $113 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,425-100.0% | $112,040-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 9.97% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |