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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO6 years Service code 19 · EIN 66-0561870 POPULAR FIDUCIARY SERVICES 725 PO B · SAN JUAN, PR 00936 | Securities Custodian | $49,217 |
BPAS4 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $44,138 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 10.48% | 9.08%+1.4pp | 11.38%-0.9pp | 18.35%-7.9pp |
| Employer contribution / active EE | $6,656 | $8,992-26.0% | $18,467-64.0% | $14,669-54.6% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |