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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR, INC. Service code 64 · EIN 66-0561870 | Recordkeeping Fees | $3,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,379 | $65,125-76.4% | $143,797-89.3% | $66,949-77.0% |
| Participation rate | 54.8% | 65.2%-10.4pp | 80.3%-25.5pp | 69.8%-15.0pp |
| Annual return | -9.45% | -11.13%+1.7pp | -0.04%-9.4pp | 1.57%-11.0pp |
| Employer contribution / active EE | $1,158 | $2,362-51.0% | $4,952-76.6% | $2,545-54.5% |
| Participant deferral / active EE | $3,944 | $2,920+35.0% | $5,638-30.1% | $4,239-7.0% |
| Admin fee / account holder | $36 | $503-92.9% | $14,679-99.8% | $594-94.0% |