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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $5,219 |
Participant contribution per participant 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 | $34,645 | $73,102-52.6% | $123,553-72.0% | $56,289-38.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 82.3%+8.6pp | 69.9%+21.1pp |
| Annual return | -2.45% | 3.01%-5.5pp | 119.21%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,105 | $2,977-62.9% | $4,628-76.1% | $2,111-47.7% |
| Participant deferral / active EE | $2,275 | $5,423-58.1% | $6,426-64.6% | $3,350-32.1% |
| Admin fee / account holder | $18 | $554-96.8% | $9,284-99.8% | $521-96.6% |