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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO10+ years Service code 49 · EIN 66-0561870 | Other Services | $32,045 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,033 | $54,213-68.6% | $93,696-81.8% | $77,736-78.1% |
| Participation rate | 54.8% | 64.0%-9.2pp | 68.7%-13.9pp | 70.6%-15.8pp |
| Annual return | 14.80% | 30.55%-15.7pp | 133.74%-118.9pp | 31.26%-16.5pp |
| Employer contribution / active EE | $465 | $1,168-60.2% | $2,422-80.8% | $2,728-82.9% |
| Participant deferral / active EE | $853 | $3,145-72.9% | $4,417-80.7% | $4,651-81.7% |
| Admin fee / account holder | $63 | $575-89.0% | $8,287-99.2% | $433-85.4% |