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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3 years Service code 21 · EIN 66-0561870 | Bank Trustee | $13,591 |
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 | $14,726 | $65,442-77.5% | $86,717-83.0% | $66,954-78.0% |
| Participation rate | 95.4% | 75.5%+20.0pp | 76.6%+18.8pp | 69.8%+25.6pp |
| Annual return | -15.25% | -10.91%-4.3pp | 35.97%-51.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,496 | $2,154-30.6% | $2,837-47.3% | $2,545-41.2% |
| Participant deferral / active EE | $2,831 | $4,103-31.0% | $4,657-39.2% | $4,239-33.2% |
| Admin fee / account holder | $92 | $642-85.6% | $7,494-98.8% | $594-84.4% |