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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 | $14,413 | $59,191-75.7% | $76,767-81.2% | $56,289-74.4% |
| Participation rate | 98.9% | 75.2%+23.7pp | 77.0%+21.9pp | 69.9%+29.1pp |
| Annual return | -6.24% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,055 | $1,759-40.0% | $2,485-57.6% | $2,111-50.0% |
| Participant deferral / active EE | $2,746 | $3,255-15.6% | $3,852-28.7% | $3,350-18.0% |
| Admin fee / account holder | $42 | $489-91.3% | $6,675-99.4% | $521-91.9% |