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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO5+ 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 | $3,179 | $88,122-96.4% | $141,191-97.7% | $67,579-95.3% |
| Participation rate | 63.5% | 76.5%-13.0pp | 82.5%-19.0pp | 71.3%-7.8pp |
| Annual return | 18.72% | 75.40%-56.7pp | 71.41%-52.7pp | 378.56%-359.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $131-96.6% | $10,264-100.0% | $142-96.9% |