Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $43,498 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $27,961 | $107,378-74.0% | $108,582-74.2% | $57,658-51.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 5.77% | 12.80%-7.0pp | -51.70%+57.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $525 | $1,782-70.5% | $3,758-86.0% | $1,974-73.4% |
| Participant deferral / active EE | $1,311 | $3,221-59.3% | $4,311-69.6% | $3,061-57.2% |
| Admin fee / account holder | $102 | $108-5.7% | $7,645-98.7% | $95+8.3% |