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| 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 | $51,096+16.5% | $100,712-40.9% | $71,012-16.2% |
| Participation rate | 94.9% | 47.0%+47.9pp | 69.3%+25.6pp | 58.6%+36.4pp |
| Annual return | 14.69% | 16.42%-1.7pp | 33.27%-18.6pp | 37.67%-23.0pp |
| Employer contribution / active EE | $1,189 | $1,127+5.5% | $2,313-48.6% | $2,348-49.4% |
| Participant deferral / active EE | $2,519 | $1,937+30.0% | $4,085-38.3% | $3,246-22.4% |
| Admin fee / account holder | $166 | $2,179-92.4% | $9,256-98.2% | $1,167-85.8% |