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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $18,262 |
FINANXIAL, CORP.8+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $11,719 |
BPAS7+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $5,233 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,430 | $84,487-84.1% | $125,339-89.3% | $66,914-79.9% |
| Participation rate | 70.1% | 76.4%-6.3pp | 82.4%-12.2pp | 69.8%+0.3pp |
| Annual return | -18.72% | -8.39%-10.3pp | 572.05%-590.8pp | 1.58%-20.3pp |
| Employer contribution / active EE | $392 | $3,553-89.0% | $4,814-91.8% | $2,544-84.6% |
| Participant deferral / active EE | $1,962 | $6,781-71.1% | $7,446-73.7% | $4,237-53.7% |
| Admin fee / account holder | $224 | $685-67.3% | $10,010-97.8% | $593-62.2% |