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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $19,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,703 | $50,666-23.6% | $76,657-49.5% | $65,185-40.6% |
| Participation rate | 97.1% | 68.8%+28.3pp | 72.1%+25.0pp | 70.2%+26.9pp |
| Annual return | 17.21% | 28.51%-11.3pp | 1166.74%-1149.5pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,460 | $1,575-7.3% | $2,303-36.6% | $2,177-32.9% |
| Participant deferral / active EE | $3,008 | $2,647+13.7% | $3,335-9.8% | $3,514-14.4% |
| Admin fee / account holder | $0 | $463-100.0% | $6,423-100.0% | $847-100.0% |