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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 | $25,651 |
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $25,651 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,900 |
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 | $52,288 | $77,817-32.8% | $123,553-57.7% | $64,173-18.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.30% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,987 | $3,014-34.1% | $4,628-57.1% | $2,381-16.5% |
| Participant deferral / active EE | $1,418 | $5,240-72.9% | $6,426-77.9% | $3,470-59.1% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,887-99.6% |