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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $20,227 |
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 | $14,597 | $56,171-74.0% | $108,745-86.6% | $55,167-73.5% |
| Participation rate | 88.6% | 70.7%+17.9pp | 77.7%+11.0pp | 69.0%+19.6pp |
| Annual return | 7.14% | 214.86%-207.7pp | 46.22%-39.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,508 | $2,153-30.0% | $3,323-54.6% | $1,963-23.2% |
| Participant deferral / active EE | $3,105 | $3,437-9.6% | $5,121-39.4% | $3,054+1.7% |
| Admin fee / account holder | $29 | $302-90.5% | $6,144-99.5% | $504-94.3% |