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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 15 PO BOX 362708 · SAN JUAN, PR 009362709 | Recordkeeping | $40,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,455 | $70,667-28.6% | $123,105-59.0% | $52,331-3.6% |
| Participation rate | 90.7% | 83.7%+7.0pp | 86.8%+4.0pp | 68.1%+22.6pp |
| Annual return | -0.99% | 6.23%-7.2pp | 13.22%-14.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,968 | $2,946-33.2% | $5,151-61.8% | $1,882+4.6% |
| Participant deferral / active EE | $2,404 | $4,493-46.5% | $6,229-61.4% | $3,022-20.4% |
| Admin fee / account holder | $56 | $506-88.9% | $9,014-99.4% | $592-90.5% |