Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 15 PO BOX 3627808 · SAN JUAN, PR 009362709 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,736 | $37,117-81.9% | $147,617-95.4% | $55,191-87.8% |
| Participation rate | 82.3% | 63.6%+18.7pp | 84.6%-2.3pp | 69.2%+13.2pp |
| Annual return | -0.56% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $257 | $1,620-84.2% | $5,564-95.4% | $1,899-86.5% |
| Participant deferral / active EE | $649 | $1,985-67.3% | $4,895-86.7% | $3,046-78.7% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |