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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 | $50,860-54.5% | $155,574-85.1% | $77,714-70.2% |
| Participation rate | 78.0% | 63.1%+14.9pp | 78.2%-0.2pp | 70.6%+7.4pp |
| Annual return | 38.51% | 34.86%+3.6pp | 64.87%-26.4pp | 31.26%+7.3pp |
| Employer contribution / active EE | $1,797 | $1,991-9.7% | $4,676-61.6% | $2,727-34.1% |
| Participant deferral / active EE | $5,357 | $2,825+89.7% | $5,629-4.8% | $4,649+15.2% |
| Admin fee / account holder | $156 | $436-64.3% | $15,914-99.0% | $433-64.0% |