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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO6+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $26,595 |
T ROWE PRICE RPS INC6+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,950 |
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 | $150,036 | $81,208+84.8% | $98,920+51.7% | $79,856+87.9% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 13.08% | 60.99%-47.9pp | 196.47%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $9,436 | $1,960+381.5% | $2,689+250.9% | $2,471+281.8% |
| Participant deferral / active EE | $10,046 | $3,265+207.7% | $4,245+136.6% | $3,741+168.6% |
| Admin fee / account holder | $188 | $6,013-96.9% | $6,643-97.2% | $5,306-96.4% |