Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $1,300 |
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 | $19,859 | $81,537-75.6% | $149,721-86.7% | $69,631-71.5% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.1%+11.0pp | 70.7%+27.3pp |
| Annual return | 16.77% | 22.79%-6.0pp | 1501.67%-1484.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,981 | $3,239-38.8% | $5,444-63.6% | $2,032-2.5% |
| Participant deferral / active EE | $2,946 | $4,994-41.0% | $6,568-55.2% | $3,224-8.6% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |