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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.2 years Filed as: FINANXIAL CORP Service code 16 · EIN 66-0591759 | Consulting | $44,492 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $23,828 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $7,651 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,188 | $101,653-76.2% | $147,080-83.6% | $74,459-67.5% |
| Participation rate | 98.8% | 75.6%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 11.42% | 8754.98%-8743.6pp | 420.17%-408.7pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $2,931 | $3,813-23.1% | $4,933-40.6% | $2,626+11.6% |
| Participant deferral / active EE | $4,333 | $7,304-40.7% | $8,066-46.3% | $4,350-0.4% |
| Admin fee / account holder | $290 | $1,752-83.4% | $12,989-97.8% | $1,945-85.1% |