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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $29,379 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,489 | $82,674-29.3% | $125,381-53.4% | $68,486-14.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,375 | $3,382-29.8% | $4,815-50.7% | $2,597-8.6% |
| Participant deferral / active EE | $2,399 | $6,111-60.7% | $7,448-67.8% | $4,028-40.4% |
| Admin fee / account holder | $23 | $6,277-99.6% | $10,007-99.8% | $5,404-99.6% |