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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 | $69,708-55.6% | $67,560-54.2% | $74,478-58.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.67% | -40.67%+53.3pp | 3533.50%-3520.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $2,373 | $2,715-12.6% | $2,737-13.3% | $2,626-9.6% |
| Participant deferral / active EE | $1,206 | $3,637-66.8% | $4,004-69.9% | $4,350-72.3% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |