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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 PO BOX 36278 · SAN JUAN, PR 009362709 | Bank Trustee | $9,201 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,682 | $106,264-89.9% | $147,117-92.7% | $77,762-86.3% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 30.61% | 56.94%-26.3pp | 420.54%-389.9pp | 31.27%-0.7pp |
| Employer contribution / active EE | $1,183 | $4,074-71.0% | $4,932-76.0% | $2,728-56.6% |
| Participant deferral / active EE | $3,426 | $8,003-57.2% | $8,065-57.5% | $4,651-26.3% |
| Admin fee / account holder | $28 | $334-91.6% | $12,993-99.8% | $433-93.5% |