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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $105,165 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,743 | $100,272-61.4% | $170,057-77.2% | $74,473-48.0% |
| Participation rate | 79.1% | 87.4%-8.2pp | 87.0%-7.9pp | 70.7%+8.4pp |
| Annual return | 16.73% | 66.12%-49.4pp | 53.42%-36.7pp | 34.36%-17.6pp |
| Employer contribution / active EE | $2,837 | $4,266-33.5% | $6,790-58.2% | $2,638+7.5% |
| Participant deferral / active EE | $2,550 | $7,147-64.3% | $10,411-75.5% | $4,530-43.7% |
| Admin fee / account holder | $131 | $235-44.2% | $12,826-99.0% | $347-62.3% |