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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANCO POPULAR Service code 50 PO BOX 362708 · SAN JUAN, PR 00936 | Direct Payment | $10,099 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,122 | $39,819-49.5% | $67,836-70.3% | $57,661-65.1% |
| Participation rate | 99.7% | 61.2%+38.5pp | 68.8%+30.9pp | 70.2%+29.5pp |
| Annual return | 7.13% | 9.19%-2.1pp | 138.49%-131.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,418 | $1,277+89.4% | $2,404+0.6% | $1,974+22.5% |
| Participant deferral / active EE | $1,207 | $2,209-45.4% | $3,160-61.8% | $3,061-60.6% |
| Admin fee / account holder | $36 | $84-56.6% | $4,621-99.2% | $95-61.6% |