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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: POPULAR INC. Service code 72 | Other investment fees and expenses | $22,795 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $2,600 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BPPR - POPULAR SECURITIES, INC. Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,650 | $102,422-53.5% | $147,117-67.6% | $80,959-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.96% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,095 | $3,717-43.7% | $4,932-57.5% | $2,757-24.0% |
| Participant deferral / active EE | $1,767 | $6,652-73.4% | $8,065-78.1% | $4,300-58.9% |
| Admin fee / account holder | $25 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |