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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,584 | $106,749+138.5% | $145,433+75.1% | $82,448+208.8% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 9.64% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $5,696 | $3,444+65.4% | $4,554+25.1% | $2,551+123.3% |
| Participant deferral / active EE | $6,788 | $6,519+4.1% | $7,897-14.0% | $4,139+64.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |