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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $47,898 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,053 | $88,360+123.0% | $145,433+35.5% | $67,986+189.8% |
| Participation rate | 89.2% | 65.5%+23.7pp | 82.1%+7.1pp | 57.2%+32.0pp |
| Annual return | 17.40% | 63.15%-45.7pp | 66.58%-49.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $7,457 | $3,054+144.2% | $4,554+63.7% | $2,019+269.4% |
| Participant deferral / active EE | $8,209 | $5,932+38.4% | $7,897+3.9% | $3,358+144.5% |
| Admin fee / account holder | $406 | $3,313-87.7% | $13,129-96.9% | $3,203-87.3% |