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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $3,076 |
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 | $20,846 | $93,010-77.6% | $96,538-78.4% | $74,473-72.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.59% | 37.50%-18.9pp | 35.74%-17.1pp | 34.36%-15.8pp |
| Employer contribution / active EE | $516 | $3,427-84.9% | $3,740-86.2% | $2,638-80.4% |
| Participant deferral / active EE | $1,123 | $3,971-71.7% | $4,880-77.0% | $4,530-75.2% |
| Admin fee / account holder | $11 | $633-98.3% | $6,737-99.8% | $347-96.9% |