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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,995 | $30,437+5.1% | $56,033-42.9% | $74,459-57.0% |
| Participation rate | 95.9% | 32.9%+63.0pp | 52.5%+43.4pp | 67.2%+28.7pp |
| Annual return | 10.20% | 24.96%-14.8pp | 1711.38%-1701.2pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,055 | $610+72.9% | $1,041+1.3% | $2,626-59.8% |
| Participant deferral / active EE | $3,080 | $1,176+162.0% | $1,954+57.6% | $4,350-29.2% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |