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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 | $180 |
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 | $87,637 | $136,307-35.7% | $177,840-50.7% | $73,493+19.2% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.7%+8.0pp | 70.7%+25.0pp |
| Annual return | 14.13% | 18.68%-4.5pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,629 | $3,712-56.1% | $5,919-72.5% | $2,270-28.2% |
| Participant deferral / active EE | $3,047 | $5,829-47.7% | $7,714-60.5% | $3,740-18.5% |
| Admin fee / account holder | $5 | $596-99.1% | $12,431-100.0% | $513-99.0% |