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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.7+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $88,239 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $81,997 |
BPAS5 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $26,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,459 | $71,142-53.0% | $119,622-72.0% | $64,819-48.4% |
| Participation rate | 92.2% | 78.6%+13.5pp | 79.3%+12.9pp | 71.5%+20.7pp |
| Annual return | 97.86% | -10.01%+107.9pp | -14.98%+112.8pp | 32.84%+65.0pp |
| Employer contribution / active EE | $743 | $2,497-70.2% | $4,232-82.4% | $2,507-70.4% |
| Participant deferral / active EE | $2,163 | $4,490-51.8% | $5,601-61.4% | $4,311-49.8% |
| Admin fee / account holder | $365 | $162+124.9% | $10,328-96.5% | $188+94.1% |