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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $1,125 |
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 | $16,574 | $58,888-71.9% | $178,499-90.7% | $73,493-77.4% |
| Participation rate | 98.6% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | -8.35% | 24.86%-33.2pp | 151.10%-159.5pp | 28.51%-36.9pp |
| Employer contribution / active EE | $2,481 | $2,236+10.9% | $5,011-50.5% | $2,270+9.3% |
| Participant deferral / active EE | $2,646 | $2,568+3.0% | $5,202-49.1% | $3,740-29.3% |
| Admin fee / account holder | $8 | $400-98.1% | $13,986-99.9% | $513-98.5% |