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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 | $54,245-4.2% | $93,727-44.6% | $77,762-33.2% |
| Participation rate | 94.9% | 63.9%+31.0pp | 68.7%+26.2pp | 70.6%+24.3pp |
| Annual return | 11.49% | 30.58%-19.1pp | 133.83%-122.3pp | 31.27%-19.8pp |
| Employer contribution / active EE | $1,148 | $1,168-1.7% | $2,421-52.6% | $2,728-57.9% |
| Participant deferral / active EE | $2,405 | $3,144-23.5% | $4,417-45.6% | $4,651-48.3% |
| Admin fee / account holder | $143 | $575-75.1% | $8,292-98.3% | $433-66.9% |