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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3 years Service code 15 · EIN 66-0561870 POST OFFICE BOX 362708 · SAN JUAN, PR 00736 | Recordkeeping | $13,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,269 | $37,440-59.2% | $77,081-80.2% | $66,930-77.2% |
| Participation rate | 72.1% | 52.9%+19.2pp | 67.9%+4.1pp | 69.8%+2.2pp |
| Annual return | -17.41% | -3.26%-14.1pp | 42.33%-59.7pp | 1.57%-19.0pp |
| Employer contribution / active EE | $2,954 | $1,534+92.6% | $2,813+5.0% | $2,545+16.1% |
| Participant deferral / active EE | $36 | $2,620-98.6% | $4,428-99.2% | $4,238-99.1% |
| Admin fee / account holder | $129 | $568-77.3% | $5,427-97.6% | $593-78.2% |