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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $234,566 |
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 | $51,941 | $54,193-4.2% | $93,669-44.5% | $77,714-33.2% |
| Participation rate | 94.9% | 63.9%+31.0pp | 68.7%+26.2pp | 70.6%+24.3pp |
| Annual return | 11.49% | 30.54%-19.1pp | 133.59%-122.1pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,148 | $1,168-1.7% | $2,424-52.6% | $2,727-57.9% |
| Participant deferral / active EE | $2,405 | $3,144-23.5% | $4,416-45.5% | $4,649-48.3% |
| Admin fee / account holder | $143 | $576-75.1% | $8,291-98.3% | $433-66.9% |