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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR, INC. Service code 64 · EIN 66-0561870 | Recordkeeping Fees | $35,578 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,162 | $50,820-54.4% | $155,567-85.1% | $77,671-70.2% |
| Participation rate | 78.0% | 63.1%+14.9pp | 78.2%-0.2pp | 70.6%+7.4pp |
| Annual return | 38.51% | 34.85%+3.7pp | 64.74%-26.2pp | 31.21%+7.3pp |
| Employer contribution / active EE | $1,797 | $1,993-9.8% | $4,674-61.5% | $2,726-34.1% |
| Participant deferral / active EE | $5,357 | $2,823+89.8% | $5,628-4.8% | $4,648+15.3% |
| Admin fee / account holder | $156 | $436-64.2% | $15,916-99.0% | $430-63.8% |