Filed August 27, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $15,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,545 | $50,919-59.7% | $155,556-86.8% | $77,762-73.6% |
| Participation rate | 70.5% | 63.1%+7.4pp | 78.2%-7.8pp | 70.6%-0.1pp |
| Annual return | 14.41% | 34.84%-20.4pp | 64.84%-50.4pp | 31.27%-16.9pp |
| Employer contribution / active EE | $761 | $1,991-61.8% | $4,675-83.7% | $2,728-72.1% |
| Participant deferral / active EE | $1,779 | $2,824-37.0% | $5,631-68.4% | $4,651-61.7% |
| Admin fee / account holder | $60 | $437-86.4% | $15,885-99.6% | $433-86.2% |