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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 | $22,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,714 | $130,294-21.9% | $170,043-40.2% | $71,511+42.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.11% | 20.36%-2.3pp | 53.40%-35.3pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,836 | $4,385-58.1% | $6,790-73.0% | $2,589-29.1% |
| Participant deferral / active EE | $3,653 | $6,928-47.3% | $10,410-64.9% | $4,291-14.9% |
| Admin fee / account holder | $177 | $966-81.7% | $12,824-98.6% | $1,588-88.9% |