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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $0 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,812 | $86,791-96.8% | $115,038-97.6% | $59,188-95.2% |
| Participation rate | 77.4% | 72.8%+4.6pp | 81.4%-4.0pp | 69.4%+8.0pp |
| Annual return | -2.12% | 4.44%-6.6pp | 26.14%-28.3pp | 5.51%-7.6pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $24 | $95-75.1% | $8,175-99.7% | $92-74.3% |