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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $26,245 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $800 |
Filed as: BPPR - POPULAR SECURITIES, INC. Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,909 | $98,776-41.4% | $149,745-61.3% | $79,856-27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.77% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,012 | $3,217-37.5% | $4,646-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $1,715 | $5,681-69.8% | $6,843-74.9% | $3,741-54.2% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.8% |