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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,371 | $96,458-94.4% | $136,298-96.1% | $77,958-93.1% |
| Participation rate | 50.0% | 75.4%-25.4pp | 81.9%-32.0pp | 71.6%-21.7pp |
| Annual return | 16.95% | 23.78%-6.8pp | 5156.27%-5139.3pp | 20.87%-3.9pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $7 | $80-91.8% | $9,244-99.9% | $97-93.2% |