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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO4 years Service code 15 · EIN 66-0561870 POST OFFICE BOX 362708 · SAN JUAN, PR 00736 | Recordkeeping | $13,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,000 | $41,150-46.5% | $80,607-72.7% | $71,495-69.2% |
| Participation rate | 58.8% | 50.3%+8.5pp | 67.0%-8.2pp | 67.9%-9.2pp |
| Annual return | 19.14% | 38.48%-19.3pp | 936.11%-917.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,436 | $1,515+126.8% | $2,724+26.1% | $2,589+32.7% |
| Participant deferral / active EE | $45 | $2,701-98.3% | $4,448-99.0% | $4,291-98.9% |
| Admin fee / account holder | $132 | $1,841-92.9% | $5,379-97.6% | $1,588-91.7% |