Filed February 8, 2022
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 |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $21,179 |
BANCO POPULAR DE PUERTO RICO4 years Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,094 | $129,227-72.1% | $184,256-80.4% | $77,762-53.6% |
| Participation rate | 98.5% | 87.4%+11.1pp | 86.8%+11.6pp | 70.6%+27.9pp |
| Annual return | 13.19% | 33.24%-20.1pp | 28.85%-15.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,909 | $4,412-56.7% | $6,427-70.3% | $2,728-30.0% |
| Participant deferral / active EE | $2,816 | $7,307-61.5% | $9,133-69.2% | $4,651-39.5% |
| Admin fee / account holder | $37 | $256-85.6% | $13,899-99.7% | $433-91.5% |