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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $19,885 | $64,954-69.4% | $115,752-82.8% | $62,293-68.1% |
| Participation rate | 87.9% | 73.0%+14.9pp | 77.8%+10.1pp | 69.5%+18.4pp |
| Annual return | 17.19% | 24.87%-7.7pp | 19.41%-2.2pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,686 | $2,344-28.1% | $3,492-51.7% | $2,042-17.5% |
| Participant deferral / active EE | $3,258 | $3,665-11.1% | $5,204-37.4% | $3,169+2.8% |
| Admin fee / account holder | $5 | $414-98.8% | $6,278-99.9% | $479-98.9% |