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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 PO BOX 362708 · SAN JUAN, PR 009362708 | Bank Trustee | $58,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,975 | $66,486-45.9% | $81,370-55.8% | $77,762-53.7% |
| Participation rate | 73.3% | 68.7%+4.6pp | 69.5%+3.8pp | 70.6%+2.7pp |
| Annual return | 15.00% | 15.95%-1.0pp | 24.85%-9.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $313 | $2,158-85.5% | $2,464-87.3% | $2,728-88.5% |
| Participant deferral / active EE | $1,388 | $3,677-62.2% | $3,885-64.3% | $4,651-70.2% |
| Admin fee / account holder | $12 | $586-97.9% | $5,749-99.8% | $433-97.2% |