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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $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 | $8,400 | $62,928-86.7% | $172,753-95.1% | $67,582-87.6% |
| Participation rate | 85.0% | 64.5%+20.6pp | 82.6%+2.4pp | 71.3%+13.8pp |
| Annual return | 23.48% | 30.36%-6.9pp | 803.00%-779.5pp | 378.57%-355.1pp |
| Employer contribution / active EE | $393 | $1,636-76.0% | $5,144-92.4% | $2,148-81.7% |
| Participant deferral / active EE | $958 | $2,145-55.3% | $5,198-81.6% | $3,539-72.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |