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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,358 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,071 | $51,096-47.0% | $100,712-73.1% | $71,012-61.9% |
| Participation rate | 72.0% | 47.0%+25.0pp | 69.3%+2.7pp | 58.6%+13.4pp |
| Annual return | 8.51% | 16.42%-7.9pp | 33.27%-24.8pp | 37.67%-29.2pp |
| Employer contribution / active EE | $241 | $1,127-78.6% | $2,313-89.6% | $2,348-89.7% |
| Participant deferral / active EE | $1,296 | $1,937-33.1% | $4,085-68.3% | $3,246-60.1% |
| Admin fee / account holder | $6 | $2,179-99.7% | $9,256-99.9% | $1,167-99.5% |