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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $12,566 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 250 MUNOZ RIVERA AVENUE · SAN JAUN, PR 00918 | Advisory (Participants) | $10,226 |
BPAS6 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,910 | $55,423-76.7% | $155,602-91.7% | $74,400-82.6% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.0pp | 67.2%+25.0pp |
| Annual return | 12.16% | 269.07%-256.9pp | 64.81%-52.7pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $651 | $2,266-71.3% | $4,675-86.1% | $2,624-75.2% |
| Participant deferral / active EE | $1,234 | $2,835-56.5% | $5,629-78.1% | $4,348-71.6% |
| Admin fee / account holder | $88 | $1,744-95.0% | $15,923-99.4% | $1,944-95.5% |