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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $6,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,078 | $60,165-76.6% | $74,184-81.0% | $55,167-74.5% |
| Participation rate | 99.4% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.4pp |
| Annual return | 7.96% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,235 | $1,600-22.8% | $2,370-47.9% | $1,963-37.1% |
| Participant deferral / active EE | $3,141 | $2,973+5.7% | $3,550-11.5% | $3,054+2.8% |
| Admin fee / account holder | $43 | $419-89.9% | $5,586-99.2% | $504-91.6% |