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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $622 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,929 | $69,745-55.7% | $67,511-54.2% | $74,546-58.5% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.67% | -40.37%+53.0pp | 3517.41%-3504.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,373 | $2,705-12.3% | $2,733-13.2% | $2,624-9.6% |
| Participant deferral / active EE | $1,206 | $3,636-66.8% | $4,000-69.8% | $4,347-72.3% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |