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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 | Other investment fees and expenses | $23,196 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,301 | $46,332-84.2% | $143,797-94.9% | $64,824-88.7% |
| Participation rate | 88.3% | 64.2%+24.0pp | 80.3%+8.0pp | 71.5%+16.8pp |
| Annual return | -18.68% | -10.05%-8.6pp | -0.04%-18.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $538 | $1,911-71.8% | $4,952-89.1% | $2,507-78.5% |
| Participant deferral / active EE | $1,280 | $2,647-51.6% | $5,638-77.3% | $4,311-70.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |