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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 PO BOX 362708 · SAN JUAN, PR 009362709 | Bank Trustee | $3,749 |
Annual investment return 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 | $60,108 | $74,089-18.9% | $133,975-55.1% | $55,167+9.0% |
| Participation rate | 87.7% | 84.3%+3.4pp | 87.1%+0.6pp | 69.0%+18.7pp |
| Annual return | 5.84% | 12.11%-6.3pp | 29.29%-23.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,987 | $3,064-35.1% | $5,211-61.9% | $1,963+1.3% |
| Participant deferral / active EE | $2,568 | $4,678-45.1% | $6,282-59.1% | $3,054-15.9% |
| Admin fee / account holder | $58 | $458-87.2% | $9,324-99.4% | $504-88.4% |