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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO4+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 009362708 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,697 | $75,388-93.8% | $123,552-96.2% | $55,725-91.6% |
| Participation rate | 41.3% | 75.7%-34.4pp | 82.3%-41.0pp | 70.9%-29.6pp |
| Annual return | -9.80% | 4.48%-14.3pp | 119.20%-129.0pp | 244.93%-254.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $120-14.7% | $9,285-98.9% | $115-11.3% |