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| 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 | $45,119-41.7% | $85,126-69.1% | $74,429-64.6% |
| Participation rate | 79.8% | 49.4%+30.5pp | 67.5%+12.3pp | 67.2%+12.6pp |
| Annual return | 12.38% | 26.28%-13.9pp | 66.63%-54.3pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $3,295 | $1,460+125.6% | $2,731+20.6% | $2,625+25.5% |
| Participant deferral / active EE | $64 | $2,738-97.7% | $4,523-98.6% | $4,348-98.5% |
| Admin fee / account holder | $153 | $2,214-93.1% | $6,160-97.5% | $1,944-92.1% |