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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR - POPULAR SECURITIES, INC. Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $22,158 |
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $22,158 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $4,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,718 | $225,135-76.6% | $123,894-57.4% | - |
| Participation rate | 100.0% | 69.5%+30.5pp | 81.4%+18.6pp | - |
| Annual return | 7.71% | 8.01%-0.3pp | 47.52%-39.8pp | - |
| Employer contribution / active EE | $2,001 | $2,580-22.4% | $4,617-56.7% | - |
| Participant deferral / active EE | $976 | $4,315-77.4% | $5,984-83.7% | - |
| Admin fee / account holder | $40 | $19,833-99.8% | $8,357-99.5% | - |