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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,414 | $52,961-70.9% | $172,755-91.1% | $65,185-76.4% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.7pp | 70.2%+28.1pp |
| Annual return | 4.81% | 30.12%-25.3pp | 802.94%-798.1pp | 29.38%-24.6pp |
| Employer contribution / active EE | $2,291 | $2,190+4.6% | $5,144-55.5% | $2,177+5.2% |
| Participant deferral / active EE | $2,338 | $2,471-5.4% | $5,198-55.0% | $3,514-33.5% |
| Admin fee / account holder | $16 | $472-96.6% | $13,955-99.9% | $847-98.1% |