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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 | Other investment fees and expenses | $73,604 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,310 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,710 | $89,465-60.1% | $165,071-78.4% | $77,736-54.1% |
| Participation rate | 92.8% | 78.6%+14.2pp | 78.6%+14.2pp | 70.6%+22.2pp |
| Annual return | 14.59% | 28.86%-14.3pp | 70.17%-55.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,187 | $2,565-53.7% | $4,347-72.7% | $2,728-56.5% |
| Participant deferral / active EE | $1,927 | $4,904-60.7% | $6,035-68.1% | $4,651-58.6% |
| Admin fee / account holder | $108 | $340-68.3% | $12,695-99.2% | $433-75.1% |