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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $38,440 |
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 | $174,548 | $102,429+70.4% | $147,096+18.7% | $80,925+115.7% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 14.69% | 135.02%-120.3pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $10,866 | $3,716+192.5% | $4,936+120.1% | $2,756+294.2% |
| Participant deferral / active EE | $8,636 | $6,649+29.9% | $8,071+7.0% | $4,299+100.9% |
| Admin fee / account holder | $359 | $7,957-95.5% | $13,005-97.2% | $6,940-94.8% |