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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $5,911 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,852 | $89,465-75.6% | $165,071-86.8% | $77,736-71.9% |
| Participation rate | 96.0% | 78.6%+17.3pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 15.24% | 28.86%-13.6pp | 70.17%-54.9pp | 31.26%-16.0pp |
| Employer contribution / active EE | $694 | $2,565-73.0% | $4,347-84.0% | $2,728-74.6% |
| Participant deferral / active EE | $2,917 | $4,904-40.5% | $6,035-51.7% | $4,651-37.3% |
| Admin fee / account holder | $22 | $340-93.6% | $12,695-99.8% | $433-95.0% |