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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 | $9,911 | $52,293-81.0% | $178,503-94.4% | $73,412-86.5% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 13.43% | 34.75%-21.3pp | 151.12%-137.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $162 | $1,736-90.7% | $5,011-96.8% | $2,234-92.7% |
| Participant deferral / active EE | $1,084 | $2,333-53.5% | $5,202-79.2% | $3,806-71.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |