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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 | $64,705-73.6% | $62,929-72.9% | $67,986-74.9% |
| Participation rate | 94.7% | 65.6%+29.1pp | 73.1%+21.5pp | 57.2%+37.4pp |
| Annual return | 18.01% | 20.31%-2.3pp | 1063.93%-1045.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,033 | $2,376-56.5% | $2,505-58.7% | $2,019-48.8% |
| Participant deferral / active EE | $1,251 | $3,198-60.9% | $3,888-67.8% | $3,358-62.7% |
| Admin fee / account holder | $35 | $1,428-97.6% | $5,065-99.3% | $3,203-98.9% |