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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $3,368 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,729 | $34,932-75.0% | $56,441-84.5% | $74,546-88.3% |
| Participation rate | 99.1% | 32.9%+66.2pp | 52.5%+46.6pp | 67.2%+31.9pp |
| Annual return | 14.08% | 24.90%-10.8pp | 1704.21%-1690.1pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $443 | $608-27.2% | $1,039-57.4% | $2,624-83.1% |
| Participant deferral / active EE | $2,230 | $1,173+90.1% | $1,953+14.2% | $4,347-48.7% |
| Admin fee / account holder | $54 | $2,359-97.7% | $2,829-98.1% | $1,944-97.2% |