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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $13,051 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,207 | $62,561-82.1% | $105,218-89.3% | $52,331-78.6% |
| Participation rate | 88.5% | 70.4%+18.2pp | 77.2%+11.3pp | 68.1%+20.4pp |
| Annual return | 0.50% | 8.71%-8.2pp | 5.33%-4.8pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,562 | $2,137-26.9% | $3,255-52.0% | $1,882-17.0% |
| Participant deferral / active EE | $2,987 | $3,355-11.0% | $4,867-38.6% | $3,022-1.2% |
| Admin fee / account holder | $3 | $198-98.7% | $6,992-100.0% | $592-99.6% |