Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO5 years Service code 15 · EIN 66-0561870 POST OFFICE BOX 362708 · SAN JUAN, PR 00736 | Recordkeeping | $16,704 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,311 | $44,984-41.5% | $85,009-69.0% | $74,546-64.7% |
| Participation rate | 79.8% | 49.4%+30.5pp | 67.5%+12.3pp | 67.2%+12.6pp |
| Annual return | 12.38% | 26.25%-13.9pp | 66.47%-54.1pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $3,295 | $1,458+126.0% | $2,728+20.8% | $2,624+25.6% |
| Participant deferral / active EE | $64 | $2,733-97.7% | $4,522-98.6% | $4,347-98.5% |
| Admin fee / account holder | $153 | $2,208-93.1% | $6,153-97.5% | $1,944-92.1% |