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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $15,479 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $2,495 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,888 | $91,439-45.4% | $135,974-63.3% | $71,511-30.2% |
| Participation rate | 93.8% | 75.7%+18.1pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.30%-51.0pp | 28.86%-11.6pp |
| Employer contribution / active EE | $1,995 | $3,705-46.2% | $4,859-58.9% | $2,589-23.0% |
| Participant deferral / active EE | $3,122 | $7,093-56.0% | $7,760-59.8% | $4,291-27.2% |
| Admin fee / account holder | $12 | $1,267-99.0% | $10,767-99.9% | $1,588-99.2% |