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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $21,422 |
Service code 72 | Other investment fees and expenses | $10,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $84,940-66.5% | $111,306-74.4% | $79,389-64.1% |
| Participation rate | 98.9% | 75.9%+23.0pp | 77.3%+21.5pp | 70.7%+28.2pp |
| Annual return | 11.50% | 17.45%-6.0pp | 54.67%-43.2pp | 116.89%-105.4pp |
| Employer contribution / active EE | $1,073 | $1,979-45.8% | $2,732-60.7% | $2,428-55.8% |
| Participant deferral / active EE | $2,808 | $3,889-27.8% | $4,488-37.4% | $4,046-30.6% |
| Admin fee / account holder | $203 | $537-62.2% | $7,966-97.5% | $626-67.6% |