Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES11+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $179,647 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,524 | $56,047+6.2% | $98,716-39.7% | $79,634-25.3% |
| Participation rate | 94.9% | 54.6%+40.3pp | 69.3%+25.6pp | 62.5%+32.4pp |
| Annual return | 14.69% | 17.58%-2.9pp | 31.81%-17.1pp | 36.46%-21.8pp |
| Employer contribution / active EE | $1,189 | $1,237-3.9% | $2,279-47.8% | $2,529-53.0% |
| Participant deferral / active EE | $2,519 | $2,469+2.0% | $4,048-37.8% | $3,835-34.3% |
| Admin fee / account holder | $166 | $1,512-89.0% | $8,703-98.1% | $1,002-83.5% |