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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $17,615 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,735 | $99,957-48.2% | $149,730-65.4% | $73,493-29.6% |
| Participation rate | 90.3% | 75.7%+14.6pp | 82.5%+7.8pp | 70.7%+19.6pp |
| Annual return | 13.86% | 53.87%-40.0pp | 276.70%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,148 | $3,191-64.0% | $4,645-75.3% | $2,270-49.4% |
| Participant deferral / active EE | $2,459 | $6,073-59.5% | $6,843-64.1% | $3,740-34.3% |
| Admin fee / account holder | $185 | $551-66.4% | $9,310-98.0% | $513-63.9% |