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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR -POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $3,455 |
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 | $13,572 | $69,774-80.5% | $67,575-79.9% | $74,459-81.8% |
| Participation rate | 95.1% | 71.4%+23.7pp | 72.9%+22.1pp | 67.2%+27.8pp |
| Annual return | 13.70% | -40.53%+54.2pp | 3528.98%-3515.3pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,049 | $2,710-61.3% | $2,736-61.6% | $2,626-60.0% |
| Participant deferral / active EE | $1,266 | $3,636-65.2% | $4,003-68.4% | $4,350-70.9% |
| Admin fee / account holder | $52 | $890-94.1% | $3,993-98.7% | $1,945-97.3% |