Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $47,465 |
Participant contribution per participant 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.
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 | $26,522 | $111,608-76.2% | $177,848-85.1% | $73,412-63.9% |
| Participation rate | 95.8% | 87.9%+8.0pp | 87.7%+8.1pp | 72.2%+23.6pp |
| Annual return | 13.89% | 18.23%-4.3pp | 48.33%-34.4pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,393 | $3,796-37.0% | $5,919-59.6% | $2,234+7.1% |
| Participant deferral / active EE | $2,020 | $6,199-67.4% | $7,714-73.8% | $3,806-46.9% |
| Admin fee / account holder | $145 | $166-12.7% | $12,431-98.8% | $158-8.4% |