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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO2 years Service code 21 · EIN 66-0561870 | Bank Trustee | $13,262 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,531 | $84,940-80.5% | $111,319-85.1% | $79,395-79.2% |
| Participation rate | 92.2% | 75.9%+16.3pp | 77.3%+14.8pp | 70.7%+21.4pp |
| Annual return | 9.95% | 17.45%-7.5pp | 54.68%-44.7pp | 116.90%-106.9pp |
| Employer contribution / active EE | $1,268 | $1,979-35.9% | $2,732-53.6% | $2,428-47.8% |
| Participant deferral / active EE | $2,400 | $3,889-38.3% | $4,488-46.5% | $4,046-40.7% |
| Admin fee / account holder | $82 | $537-84.7% | $7,966-99.0% | $626-86.8% |