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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC. Service code 21 · EIN 66-0561870 | Bank Trustee | $16,099 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,705 | $46,325-55.3% | $143,788-85.6% | $64,814-68.1% |
| Participation rate | 75.3% | 64.2%+11.1pp | 80.3%-5.0pp | 71.5%+3.9pp |
| Annual return | -17.74% | -10.05%-7.7pp | -0.03%-17.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,285 | $1,911-32.8% | $4,952-74.1% | $2,507-48.8% |
| Participant deferral / active EE | $3,218 | $2,647+21.6% | $5,638-42.9% | $4,310-25.4% |
| Admin fee / account holder | $51 | $154-67.1% | $14,675-99.7% | $188-73.0% |