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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 | $5,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,226 | $89,739-16.2% | $149,721-49.8% | $62,293+20.8% |
| Participation rate | 86.3% | 85.1%+1.2pp | 87.1%-0.8pp | 69.5%+16.7pp |
| Annual return | 14.75% | 21.01%-6.3pp | 1501.67%-1486.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,479 | $3,233-54.3% | $5,444-72.8% | $2,042-27.6% |
| Participant deferral / active EE | $2,355 | $4,797-50.9% | $6,568-64.2% | $3,169-25.7% |
| Admin fee / account holder | $39 | $551-93.0% | $11,282-99.7% | $479-91.9% |