Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $937 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,202 | $79,223-54.3% | $102,460-64.7% | $74,478-51.4% |
| Participation rate | 78.6% | 74.8%+3.8pp | 76.5%+2.1pp | 67.2%+11.3pp |
| Annual return | 9.16% | 54.98%-45.8pp | 29.47%-20.3pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $865 | $2,363-63.4% | $3,025-71.4% | $2,626-67.1% |
| Participant deferral / active EE | $2,263 | $4,417-48.8% | $5,056-55.2% | $4,350-48.0% |
| Admin fee / account holder | $169 | $2,003-91.5% | $9,460-98.2% | $1,946-91.3% |