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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR -POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $3,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,082 | $63,433-73.1% | $63,803-73.2% | $64,097-73.3% |
| Participation rate | 94.7% | 65.0%+29.6pp | 72.7%+21.9pp | 55.2%+39.5pp |
| Annual return | 18.01% | 20.74%-2.7pp | 543.72%-525.7pp | 34.64%-16.6pp |
| Employer contribution / active EE | $1,033 | $2,332-55.7% | $2,532-59.2% | $1,891-45.4% |
| Participant deferral / active EE | $1,251 | $3,119-59.9% | $3,843-67.4% | $3,080-59.4% |
| Admin fee / account holder | $35 | $1,489-97.7% | $5,196-99.3% | $3,454-99.0% |