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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $12,306 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 25 · EIN 66-0795542 | Directed Trustee | $1,044 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,179 | $38,075-65.4% | $93,406-85.9% | $73,493-82.1% |
| Participation rate | 86.0% | 56.7%+29.3pp | 66.8%+19.2pp | 70.7%+15.3pp |
| Annual return | 15.66% | 17.59%-1.9pp | 78.05%-62.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $431 | $1,117-61.4% | $2,075-79.2% | $2,270-81.0% |
| Participant deferral / active EE | $1,114 | $2,012-44.7% | $3,126-64.4% | $3,740-70.2% |
| Admin fee / account holder | $148 | $351-57.8% | $5,230-97.2% | $513-71.1% |