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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,294 | $71,192-13.9% | $117,861-48.0% | $62,293-1.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.49% | 18.66%-6.2pp | 335.11%-322.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $2,669 | $1,934+38.0% | $3,786-29.5% | $2,042+30.7% |
| Participant deferral / active EE | $4,222 | $3,189+32.4% | $4,482-5.8% | $3,169+33.2% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |