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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $5,329 |
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 | $37,197 | $80,753-53.9% | $136,298-72.7% | $62,293-40.3% |
| Participation rate | 91.1% | 73.5%+17.6pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 14.10% | 35.83%-21.7pp | 5156.27%-5142.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,134 | $2,884-60.7% | $4,696-75.9% | $2,042-44.5% |
| Participant deferral / active EE | $2,261 | $5,164-56.2% | $6,247-63.8% | $3,169-28.7% |
| Admin fee / account holder | $25 | $525-95.3% | $9,244-99.7% | $479-94.8% |