Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $23,023 |
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 | $24,163 | $111,608-78.4% | $177,848-86.4% | $73,412-67.1% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.6pp | 72.2%+27.1pp |
| Annual return | 15.88% | 18.23%-2.3pp | 48.33%-32.4pp | 59.30%-43.4pp |
| Employer contribution / active EE | $1,735 | $3,796-54.3% | $5,919-70.7% | $2,234-22.3% |
| Participant deferral / active EE | $2,625 | $6,199-57.7% | $7,714-66.0% | $3,806-31.0% |
| Admin fee / account holder | $111 | $166-33.2% | $12,431-99.1% | $158-29.9% |