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| 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 | $79,184-54.3% | $102,438-64.7% | $74,546-51.4% |
| Participation rate | 78.6% | 74.8%+3.8pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 9.16% | 54.95%-45.8pp | 29.37%-20.2pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $865 | $2,362-63.4% | $3,024-71.4% | $2,624-67.1% |
| Participant deferral / active EE | $2,263 | $4,414-48.7% | $5,054-55.2% | $4,347-47.9% |
| Admin fee / account holder | $169 | $2,001-91.5% | $9,448-98.2% | $1,944-91.3% |