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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,344 | $27,800-77.2% | $58,561-89.2% | $71,511-91.1% |
| Participation rate | 100.0% | 34.6%+65.4pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 21.04% | 26.80%-5.8pp | 4251.33%-4230.3pp | 28.86%-7.8pp |
| Employer contribution / active EE | $386 | $632-38.9% | $1,053-63.4% | $2,589-85.1% |
| Participant deferral / active EE | $1,972 | $1,208+63.3% | $1,923+2.6% | $4,291-54.0% |
| Admin fee / account holder | $27 | $1,637-98.3% | $2,520-98.9% | $1,588-98.3% |