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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 | $101,672-43.7% | $147,117-61.1% | $74,478-23.1% |
| Participation rate | 94.9% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | 14.13% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,158 | $3,813-43.4% | $4,932-56.3% | $2,626-17.8% |
| Participant deferral / active EE | $3,431 | $7,305-53.0% | $8,065-57.5% | $4,350-21.1% |
| Admin fee / account holder | $46 | $1,753-97.4% | $12,993-99.6% | $1,946-97.6% |