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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 | $106,524+139.0% | $152,301+67.2% | $87,485+191.0% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.3pp | 68.9%+28.8pp |
| Annual return | 9.64% | 26.89%-17.2pp | 80.50%-70.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $5,696 | $3,371+68.9% | $4,624+23.2% | $2,596+119.4% |
| Participant deferral / active EE | $6,788 | $6,525+4.0% | $8,004-15.2% | $4,274+58.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |