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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $34,612 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $30,546 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $18,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,660 | $71,215+58.2% | $93,696+20.2% | $80,935+39.2% |
| Participation rate | 95.7% | 60.4%+35.3pp | 68.7%+26.9pp | 67.7%+28.0pp |
| Annual return | 11.21% | 11.27%-0.1pp | 133.74%-122.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $3,887 | $1,565+148.3% | $2,422+60.5% | $2,757+41.0% |
| Participant deferral / active EE | $5,885 | $4,037+45.8% | $4,417+33.2% | $4,299+36.9% |
| Admin fee / account holder | $628 | $6,958-91.0% | $8,287-92.4% | $6,924-90.9% |