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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $42,675 |
BPAS10+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $39,485 |
JOSE E. ROSARIO & CO. CPA, PSC10+ years Service code 10 · EIN 66-0687714 | Accounting | $14,664 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,675-100.0% | $81,675-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 60.0%-60.0pp | 31.0%-31.0pp |
| Annual return | -1.90% | 11.62%-13.5pp | 11.42%-13.3pp | 14.18%-16.1pp |
| Employer contribution / active EE | $0 | $36,177-100.0% | $33,172-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |