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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $18,473 |
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 | $41,196 | $54,590-24.5% | $81,716-49.6% | $73,493-43.9% |
| Participation rate | 98.8% | 68.3%+30.5pp | 72.0%+26.8pp | 70.7%+28.2pp |
| Annual return | 10.89% | 17.74%-6.8pp | 29.49%-18.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,554 | $1,636-5.0% | $4,310-64.0% | $2,270-31.6% |
| Participant deferral / active EE | $3,179 | $2,759+15.2% | $7,108-55.3% | $3,740-15.0% |
| Admin fee / account holder | $32 | $592-94.5% | $5,159-99.4% | $513-93.7% |