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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.9+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $99,751 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $86,624 |
BPAS7 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $29,639 |
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 | $35,885 | $89,438-59.9% | $164,928-78.2% | $77,692-53.8% |
| Participation rate | 88.3% | 78.6%+9.6pp | 78.6%+9.6pp | 70.6%+17.7pp |
| Annual return | 11.80% | 28.82%-17.0pp | 70.08%-58.3pp | 31.25%-19.5pp |
| Employer contribution / active EE | $772 | $2,567-69.9% | $4,343-82.2% | $2,726-71.7% |
| Participant deferral / active EE | $2,224 | $4,901-54.6% | $6,034-63.1% | $4,648-52.2% |
| Admin fee / account holder | $361 | $340+6.3% | $12,684-97.2% | $431-16.1% |