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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,798 | $46,173-76.6% | $170,435-93.7% | $69,631-84.5% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 16.00% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $164 | $1,610-89.8% | $5,432-97.0% | $2,032-91.9% |
| Participant deferral / active EE | $1,101 | $2,080-47.1% | $4,939-77.7% | $3,224-65.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |