Filed March 10, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $10,152 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 72 | Other investment fees and expenses | $2,151 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,984 | $63,768-73.4% | $98,508-82.8% | $79,395-78.6% |
| Participation rate | 73.7% | 69.9%+3.9pp | 73.3%+0.4pp | 70.7%+3.0pp |
| Annual return | 11.21% | 626.18%-615.0pp | 1495.22%-1484.0pp | 116.90%-105.7pp |
| Employer contribution / active EE | $609 | $2,558-76.2% | $2,961-79.4% | $2,428-74.9% |
| Participant deferral / active EE | $1,390 | $3,305-57.9% | $4,276-67.5% | $4,046-65.6% |
| Admin fee / account holder | $52 | $516-89.9% | $5,956-99.1% | $626-91.7% |