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 | $17,568 |
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 | $6,549 | $36,916-82.3% | $156,551-95.8% | $57,658-88.6% |
| Participation rate | 81.0% | 63.4%+17.5pp | 84.0%-3.0pp | 70.2%+10.7pp |
| Annual return | 7.90% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $279 | $1,571-82.2% | $5,501-94.9% | $1,974-85.8% |
| Participant deferral / active EE | $627 | $1,926-67.5% | $4,871-87.1% | $3,061-79.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |