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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 |
Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $34,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,584-72.5% | $216,567-81.1% | $69,255-41.0% |
| Participation rate | 85.5% | 77.0%+8.5pp | 81.6%+3.9pp | 69.0%+16.5pp |
| Annual return | 10.58% | 8.62%+2.0pp | 12.94%-2.4pp | 26.73%-16.2pp |
| Employer contribution / active EE | $773 | $3,404-77.3% | $5,216-85.2% | $2,645-70.8% |
| Participant deferral / active EE | $2,263 | $3,500-35.3% | $6,191-63.4% | $2,890-21.7% |
| Admin fee / account holder | $412 | $791-47.9% | $21,981-98.1% | $733-43.8% |