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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR, INC. Service code 64 · EIN 66-0561870 | Recordkeeping Fees | $12,801 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,276 | $47,163-59.1% | $149,696-87.1% | $74,460-74.1% |
| Participation rate | 74.0% | 63.4%+10.6pp | 78.8%-4.8pp | 70.7%+3.3pp |
| Annual return | 31.60% | 22.75%+8.8pp | 134.46%-102.9pp | 34.38%-2.8pp |
| Employer contribution / active EE | $1,405 | $1,907-26.3% | $4,821-70.9% | $2,638-46.8% |
| Participant deferral / active EE | $4,456 | $2,730+63.2% | $5,682-21.6% | $4,530-1.6% |
| Admin fee / account holder | $62 | $343-82.0% | $13,212-99.5% | $348-82.3% |