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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 | $5,481 |
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 | $72,783 | $79,523-8.5% | $140,019-48.0% | $56,289+29.3% |
| Participation rate | 84.9% | 85.7%-0.8pp | 87.5%-2.6pp | 69.9%+15.0pp |
| Annual return | -3.81% | 2.39%-6.2pp | 651.17%-655.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,358 | $3,350-59.5% | $5,605-75.8% | $2,111-35.7% |
| Participant deferral / active EE | $2,851 | $5,129-44.4% | $6,927-58.8% | $3,350-14.9% |
| Admin fee / account holder | $45 | $614-92.7% | $10,705-99.6% | $521-91.4% |