Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $17,829 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $2,430 |
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 | $42,655 | $84,493-49.5% | $125,381-66.0% | $66,938-36.3% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.9pp | 69.8%+23.4pp |
| Annual return | -15.19% | -8.49%-6.7pp | 572.31%-587.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,634 | $3,554-54.0% | $4,815-66.1% | $2,545-35.8% |
| Participant deferral / active EE | $2,906 | $6,783-57.2% | $7,448-61.0% | $4,238-31.4% |
| Admin fee / account holder | $187 | $685-72.7% | $10,007-98.1% | $594-68.5% |