Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $112,051 |
Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $59,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,945 | $89,123-51.8% | $102,460-58.1% | $77,762-44.8% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 13.52% | 25.05%-11.5pp | 29.47%-16.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,682 | $2,700-0.6% | $3,025-11.3% | $2,728-1.7% |
| Participant deferral / active EE | $2,973 | $5,148-42.3% | $5,056-41.2% | $4,651-36.1% |
| Admin fee / account holder | $191 | $236-18.9% | $9,460-98.0% | $433-55.8% |