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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $1,275 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,112 | $221,442-91.4% | $92,240-79.3% | $77,958-75.5% |
| Participation rate | 31.3% | 79.6%-48.3pp | 76.5%-45.2pp | 71.6%-40.4pp |
| Annual return | 14.20% | 15.65%-1.5pp | 176.29%-162.1pp | 20.87%-6.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $3,680-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $264 | $2,779-90.5% | $3,897-93.2% | $3,537-92.5% |
| Admin fee / account holder | $3 | $210-98.4% | $5,194-99.9% | $97-96.6% |