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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.6+ years Service code 24 · EIN 66-0591759 | Discretionary Trustee | $6,694 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $4,786 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $1,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,736 | $66,402-64.3% | $109,907-78.4% | $85,847-72.4% |
| Participation rate | 68.1% | 63.9%+4.3pp | 74.2%-6.1pp | 69.3%-1.2pp |
| Annual return | 11.23% | 19.59%-8.4pp | 29.46%-18.2pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,694 | $1,687+0.4% | $2,844-40.4% | $2,565-34.0% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $214 | $4,557-95.3% | $6,069-96.5% | $6,261-96.6% |