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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $27,847 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,400 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,480 | $93,571-41.8% | $135,903-59.9% | $75,163-27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.44% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,013 | $3,537-43.1% | $4,856-58.6% | $2,670-24.6% |
| Participant deferral / active EE | $2,327 | $6,404-63.7% | $7,758-70.0% | $4,125-43.6% |
| Admin fee / account holder | $15 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |