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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.1 year Filed as: FINANXIAL CORP Service code 16 · EIN 66-0591759 | Consulting | $29,279 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $15,434 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $4,897 |
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 | $19,286 | $91,474-78.9% | $135,982-85.8% | $71,529-73.0% |
| Participation rate | 94.2% | 75.7%+18.5pp | 81.9%+12.3pp | 67.9%+26.2pp |
| Annual return | 20.32% | 29.89%-9.6pp | 68.32%-48.0pp | 28.97%-8.6pp |
| Employer contribution / active EE | $2,735 | $3,705-26.2% | $4,859-43.7% | $2,590+5.6% |
| Participant deferral / active EE | $3,583 | $7,095-49.5% | $7,760-53.8% | $4,291-16.5% |
| Admin fee / account holder | $198 | $1,267-84.4% | $10,767-98.2% | $1,588-87.5% |