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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $3,429 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,239 | $55,437-86.9% | $155,534-95.3% | $74,459-90.3% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 14.44% | 269.58%-255.1pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $359 | $2,266-84.2% | $4,675-92.3% | $2,626-86.3% |
| Participant deferral / active EE | $737 | $2,837-74.0% | $5,630-86.9% | $4,350-83.1% |
| Admin fee / account holder | $29 | $1,742-98.4% | $15,900-99.8% | $1,945-98.5% |