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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $17,206 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,493 | $55,516-77.5% | $75,784-83.5% | $59,188-78.9% |
| Participation rate | 33.4% | 73.6%-40.2pp | 75.8%-42.4pp | 69.4%-36.0pp |
| Annual return | -0.38% | -1.89%+1.5pp | 9.68%-10.1pp | 5.51%-5.9pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $248 | $2,599-90.5% | $3,652-93.2% | $3,265-92.4% |
| Admin fee / account holder | $15 | $110-86.7% | $5,300-99.7% | $92-84.1% |