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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $6,604 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,576 | $60,393+69.8% | $81,820+25.4% | $74,429+37.8% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 11.13% | 16.89%-5.8pp | 777.93%-766.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,247 | $2,626-14.5% | $2,915-22.9% | $2,625-14.4% |
| Participant deferral / active EE | $3,787 | $3,397+11.5% | $4,323-12.4% | $4,348-12.9% |
| Admin fee / account holder | $29 | $1,491-98.1% | $7,391-99.6% | $1,944-98.5% |