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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO8+ years Service code 21 · EIN 66-0561870 P O BOX 362708 · SAN JUAN, PR 009332708 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,395 | $82,674-98.3% | $125,381-98.9% | $68,486-98.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -0.83% | -5.97%+5.1pp | 572.31%-573.1pp | -7.85%+7.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $54 | $6,277-99.1% | $10,007-99.5% | $5,404-99.0% |