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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 | Other investment fees and expenses | $5,476 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $23,442 | $65,437-64.2% | $86,698-73.0% | $66,949-65.0% |
| Participation rate | 98.8% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | -15.73% | -10.91%-4.8pp | 35.96%-51.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,033 | $2,154-52.0% | $2,837-63.6% | $2,545-59.4% |
| Participant deferral / active EE | $2,735 | $4,102-33.3% | $4,656-41.3% | $4,239-35.5% |
| Admin fee / account holder | $63 | $642-90.2% | $7,492-99.2% | $594-89.4% |