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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $7,634 |
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 | $14,403 | $54,193-73.4% | $93,669-84.6% | $77,714-81.5% |
| Participation rate | 98.1% | 63.9%+34.2pp | 68.7%+29.4pp | 70.6%+27.5pp |
| Annual return | 12.47% | 30.54%-18.1pp | 133.59%-121.1pp | 31.26%-18.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,472 | $3,144-21.4% | $4,416-44.0% | $4,649-46.8% |
| Admin fee / account holder | $18 | $576-97.0% | $8,291-99.8% | $433-95.9% |