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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $18,594 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $9,105 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,237 | $101,591-43.7% | $147,096-61.1% | $74,429-23.1% |
| Participation rate | 94.9% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | 14.13% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,158 | $3,813-43.4% | $4,936-56.3% | $2,625-17.8% |
| Participant deferral / active EE | $3,431 | $7,302-53.0% | $8,071-57.5% | $4,348-21.1% |
| Admin fee / account holder | $46 | $1,750-97.4% | $13,005-99.6% | $1,944-97.6% |