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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,738 | $78,275-74.8% | $109,188-81.9% | $86,821-77.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 17.82% | 19.14%-1.3pp | 25.76%-7.9pp | 97.94%-80.1pp |
| Employer contribution / active EE | $454 | $3,105-85.4% | $3,723-87.8% | $2,406-81.1% |
| Participant deferral / active EE | $1,020 | $3,641-72.0% | $4,654-78.1% | $4,132-75.3% |
| Admin fee / account holder | $13 | $198-93.2% | $6,755-99.8% | $170-92.1% |