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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $21,328 |
T ROWE PRICE RPS INC1+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,292 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $11,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,300 | $62,324+16.0% | $68,509+5.5% | $55,191+31.0% |
| Participation rate | 98.2% | 78.9%+19.3pp | 74.7%+23.5pp | 69.2%+29.1pp |
| Annual return | -0.19% | 4.26%-4.4pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $4,948 | $2,223+122.6% | $2,278+117.2% | $1,899+160.6% |
| Participant deferral / active EE | $4,905 | $3,425+43.2% | $3,382+45.0% | $3,046+61.0% |
| Admin fee / account holder | $115 | $91+25.9% | $5,275-97.8% | $91+26.8% |