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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.8+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $91,478 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $90,257 |
BPAS6 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $27,189 |
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.)
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 | $33,048 | $91,372-63.8% | $130,045-74.6% | $74,460-55.6% |
| Participation rate | 90.3% | 77.8%+12.5pp | 78.5%+11.8pp | 70.7%+19.5pp |
| Annual return | 7.39% | 23.21%-15.8pp | -137.30%+144.7pp | 34.38%-27.0pp |
| Employer contribution / active EE | $756 | $2,563-70.5% | $4,321-82.5% | $2,638-71.4% |
| Participant deferral / active EE | $2,101 | $4,721-55.5% | $5,820-63.9% | $4,530-53.6% |
| Admin fee / account holder | $366 | $283+29.1% | $10,600-96.5% | $348+5.2% |