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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 | Other investment fees and expenses | $23,255 |
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 | $9,983 | $56,540-82.3% | $185,849-94.6% | $86,821-88.5% |
| Participation rate | 87.0% | 65.5%+21.5pp | 81.7%+5.3pp | 72.3%+14.7pp |
| Annual return | 14.95% | 118.20%-103.2pp | 122.10%-107.1pp | 97.94%-83.0pp |
| Employer contribution / active EE | $456 | $1,844-75.3% | $5,169-91.2% | $2,406-81.0% |
| Participant deferral / active EE | $1,132 | $2,555-55.7% | $5,569-79.7% | $4,132-72.6% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |