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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $4,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,726 | $88,324-68.6% | $115,038-75.9% | $55,191-49.8% |
| Participation rate | 87.8% | 72.5%+15.3pp | 81.4%+6.5pp | 69.2%+18.7pp |
| Annual return | 0.28% | 6.30%-6.0pp | 26.14%-25.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,039 | $2,805-63.0% | $4,608-77.4% | $1,899-45.3% |
| Participant deferral / active EE | $2,065 | $5,042-59.0% | $6,026-65.7% | $3,046-32.2% |
| Admin fee / account holder | $17 | $105-83.6% | $8,175-99.8% | $91-81.0% |