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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $3,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,667 | $75,183-57.9% | $123,894-74.4% | $55,167-42.6% |
| Participation rate | 91.0% | 72.8%+18.2pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 5.41% | 19.01%-13.6pp | 47.52%-42.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,104 | $2,823-60.9% | $4,617-76.1% | $1,963-43.7% |
| Participant deferral / active EE | $2,220 | $5,084-56.3% | $5,984-62.9% | $3,054-27.3% |
| Admin fee / account holder | $17 | $663-97.4% | $8,357-99.8% | $504-96.6% |