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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 | $106,230-89.9% | $147,080-92.7% | $77,736-86.3% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 30.61% | 56.91%-26.3pp | 420.17%-389.6pp | 31.26%-0.7pp |
| Employer contribution / active EE | $1,183 | $4,072-70.9% | $4,933-76.0% | $2,728-56.6% |
| Participant deferral / active EE | $3,426 | $8,001-57.2% | $8,066-57.5% | $4,651-26.3% |
| Admin fee / account holder | $28 | $338-91.7% | $12,989-99.8% | $433-93.5% |