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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $8,061 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,582 | $64,909-74.5% | $82,312-79.9% | $62,293-73.4% |
| Participation rate | 97.6% | 74.9%+22.7pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 15.08% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,039 | $1,676-38.0% | $2,428-57.2% | $2,042-49.1% |
| Participant deferral / active EE | $2,681 | $3,103-13.6% | $3,706-27.7% | $3,169-15.4% |
| Admin fee / account holder | $88 | $440-79.9% | $5,608-98.4% | $479-81.6% |