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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $0 |
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 | $2,938 | $85,635-96.6% | $123,894-97.6% | $63,975-95.4% |
| Participation rate | 76.9% | 74.9%+1.9pp | 81.4%-4.5pp | 71.1%+5.7pp |
| Annual return | 8.09% | 15.74%-7.7pp | 47.52%-39.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $75-71.2% | $8,357-99.7% | $70-69.4% |