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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BBPR - POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,345 | $69,977-59.5% | $108,582-73.9% | $62,881-54.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.62% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $728 | $2,135-65.9% | $3,758-80.6% | $2,281-68.1% |
| Participant deferral / active EE | $2,105 | $3,165-33.5% | $4,311-51.2% | $3,203-34.3% |
| Admin fee / account holder | $93 | $5,076-98.2% | $7,645-98.8% | $4,296-97.8% |