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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 | $25,433 |
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $25,433 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,300 |
Participant 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 | $60,467 | $85,766-29.5% | $136,298-55.6% | $70,126-13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.95% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,029 | $2,966-31.6% | $4,696-56.8% | $2,343-13.4% |
| Participant deferral / active EE | $1,224 | $5,051-75.8% | $6,247-80.4% | $3,332-63.3% |
| Admin fee / account holder | $23 | $5,421-99.6% | $9,244-99.8% | $4,645-99.5% |