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 | $100,201 |
Filed as: BPAS TRUST COMPANY OF PR Service code 25 · EIN 66-0795542 | Directed Trustee | $31,728 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,089 | $65,118-56.9% | $76,768-63.4% | $55,727-49.6% |
| Participation rate | 99.7% | 79.6%+20.0pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | -2.68% | -1.27%-1.4pp | 2.43%-5.1pp | 244.94%-247.6pp |
| Employer contribution / active EE | $2,192 | $1,941+13.0% | $2,485-11.8% | $2,078+5.5% |
| Participant deferral / active EE | $2,529 | $3,688-31.4% | $3,852-34.3% | $3,356-24.6% |
| Admin fee / account holder | $213 | $116+83.4% | $6,676-96.8% | $115+84.5% |