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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $11,263 |
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 | $18,670 | $65,378-71.4% | $87,103-78.6% | $65,186-71.4% |
| Participation rate | 98.0% | 75.3%+22.7pp | 76.9%+21.2pp | 70.2%+27.8pp |
| Annual return | 21.16% | 31.28%-10.1pp | 28.19%-7.0pp | 29.39%-8.2pp |
| Employer contribution / active EE | $1,018 | $1,823-44.1% | $2,521-59.6% | $2,177-53.2% |
| Participant deferral / active EE | $2,634 | $3,389-22.3% | $4,049-34.9% | $3,514-25.0% |
| Admin fee / account holder | $71 | $520-86.3% | $7,491-99.1% | $847-91.6% |