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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,722 | $37,117-79.2% | $147,617-94.8% | $55,191-86.0% |
| Participation rate | 96.9% | 63.6%+33.3pp | 84.6%+12.3pp | 69.2%+27.8pp |
| Annual return | 0.48% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $136 | $1,620-91.6% | $5,564-97.6% | $1,899-92.8% |
| Participant deferral / active EE | $915 | $1,985-53.9% | $4,895-81.3% | $3,046-70.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |