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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 | $82,133+139.9% | $147,318+33.8% | $64,097+207.4% |
| Participation rate | 89.2% | 62.3%+26.9pp | 82.1%+7.2pp | 55.2%+34.0pp |
| Annual return | 17.40% | 78.78%-61.4pp | 70.43%-53.0pp | 34.64%-17.2pp |
| Employer contribution / active EE | $7,457 | $2,872+159.6% | $4,593+62.4% | $1,891+294.2% |
| Participant deferral / active EE | $8,209 | $5,407+51.8% | $7,906+3.8% | $3,080+166.5% |
| Admin fee / account holder | $406 | $3,730-89.1% | $13,708-97.0% | $3,454-88.2% |