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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 PO BOX 362708 · SAN JUAN, PR 009362709 | Bank Trustee | $33,251 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,320 | $122,042-3.0% | $184,243-35.8% | $74,429+59.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.56% | 19.91%-5.4pp | 28.82%-14.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $1,836 | $4,538-59.5% | $6,427-71.4% | $2,625-30.1% |
| Participant deferral / active EE | $3,784 | $7,143-47.0% | $9,132-58.6% | $4,348-13.0% |
| Admin fee / account holder | $153 | $1,252-87.8% | $13,914-98.9% | $1,944-92.1% |