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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.10+ years Service code 16 · EIN 66-0591759 | Consulting | $115,982 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $99,278 |
BPAS8 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $34,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,846 | $130,795-68.8% | $173,730-76.5% | $64,728-36.9% |
| Participation rate | 85.5% | 69.9%+15.6pp | 79.6%+5.9pp | 57.9%+27.6pp |
| Annual return | 10.58% | 13.01%-2.4pp | 19.96%-9.4pp | 49.38%-38.8pp |
| Employer contribution / active EE | $773 | $2,914-73.5% | $4,577-83.1% | $2,243-65.6% |
| Participant deferral / active EE | $2,263 | $3,477-34.9% | $6,326-64.2% | $2,729-17.1% |
| Admin fee / account holder | $412 | $1,356-69.6% | $17,523-97.6% | $1,145-64.0% |