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 | $1,375 |
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 | $13,943 | $54,392-74.4% | $84,753-83.5% | $63,975-78.2% |
| Participation rate | 32.5% | 76.9%-44.4pp | 76.6%-44.1pp | 71.1%-38.6pp |
| Annual return | 7.96% | 611.38%-603.4pp | 22.78%-14.8pp | 48.65%-40.7pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $253 | $2,593-90.2% | $3,712-93.2% | $3,356-92.5% |
| Admin fee / account holder | $3 | $136-97.9% | $5,333-99.9% | $70-96.0% |