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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 | $2,800 |
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 | $53,419 | $89,367-40.2% | $141,191-62.2% | $72,975-26.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.46% | 111.87%-91.4pp | 71.41%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,965 | $3,115-36.9% | $4,736-58.5% | $2,440-19.5% |
| Participant deferral / active EE | $1,578 | $5,419-70.9% | $6,710-76.5% | $3,608-56.2% |
| Admin fee / account holder | $29 | $5,957-99.5% | $10,264-99.7% | $5,124-99.4% |