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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.2 years Filed as: FINAXIAL CORP Service code 15 · EIN 66-0591759 | Recordkeeping | $18,446 |
Service code 21 · EIN 16-1503696 | Bank Trustee | $9,699 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,134 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,428 | $84,499-82.9% | $125,391-88.5% | $66,949-78.4% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -13.03% | -8.49%-4.5pp | 572.41%-585.4pp | 1.57%-14.6pp |
| Employer contribution / active EE | $2,650 | $3,554-25.4% | $4,816-45.0% | $2,545+4.1% |
| Participant deferral / active EE | $3,353 | $6,785-50.6% | $7,448-55.0% | $4,239-20.9% |
| Admin fee / account holder | $148 | $685-78.4% | $10,009-98.5% | $594-75.0% |