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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.)
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 | $40,846 | $116,081-64.8% | $156,181-73.8% | $79,634-48.7% |
| Participation rate | 85.5% | 75.6%+9.9pp | 78.8%+6.7pp | 62.5%+23.0pp |
| Annual return | 10.58% | 15.89%-5.3pp | 64.87%-54.3pp | 36.46%-25.9pp |
| Employer contribution / active EE | $773 | $2,828-72.7% | $4,294-82.0% | $2,529-69.5% |
| Participant deferral / active EE | $2,263 | $4,584-50.6% | $6,132-63.1% | $3,835-41.0% |
| Admin fee / account holder | $412 | $854-51.8% | $14,586-97.2% | $1,002-58.9% |