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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 | $30,423-71.3% | $56,025-84.4% | $74,478-88.3% |
| Participation rate | 99.1% | 32.9%+66.2pp | 52.5%+46.6pp | 67.2%+31.9pp |
| Annual return | 14.08% | 24.97%-10.9pp | 1712.69%-1698.6pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $443 | $610-27.5% | $1,042-57.5% | $2,626-83.1% |
| Participant deferral / active EE | $2,230 | $1,176+89.6% | $1,955+14.1% | $4,350-48.7% |
| Admin fee / account holder | $54 | $2,363-97.7% | $2,828-98.1% | $1,946-97.2% |