Filed February 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO2 years Service code 72 | Other investment fees and expenses | $30,665 |
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $17,342 |
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 | $26,622 | $86,897-69.4% | $151,645-82.4% | $64,824-58.9% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.5%+11.2pp | 71.5%+27.2pp |
| Annual return | -16.06% | -3.57%-12.5pp | 3.34%-19.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,870 | $4,010-53.4% | $6,165-69.7% | $2,507-25.4% |
| Participant deferral / active EE | $2,869 | $6,690-57.1% | $8,363-65.7% | $4,311-33.5% |
| Admin fee / account holder | $34 | $153-77.6% | $11,614-99.7% | $188-81.7% |