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| Provider | Service type | Compensation |
|---|---|---|
BPPR - POPULAR FIDUCIARY SERVICES10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $7,668 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,349 | $88,087-73.5% | $164,866-85.8% | $74,546-68.7% |
| Participation rate | 97.1% | 73.1%+24.0pp | 78.6%+18.5pp | 67.2%+29.8pp |
| Annual return | 14.32% | 17.27%-3.0pp | 69.97%-55.6pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,029 | $2,595-60.3% | $4,343-76.3% | $2,624-60.8% |
| Participant deferral / active EE | $2,484 | $4,499-44.8% | $6,033-58.8% | $4,347-42.9% |
| Admin fee / account holder | $195 | $2,232-91.3% | $12,689-98.5% | $1,944-90.0% |