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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $14,140 |
FINANXIAL, CORP.2+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $3,631 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,298 | $37,044-56.0% | $71,796-77.3% | $57,658-71.7% |
| Participation rate | 84.7% | 61.1%+23.6pp | 69.1%+15.6pp | 70.2%+14.4pp |
| Annual return | 7.17% | 12.64%-5.5pp | 78.04%-70.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $269 | $720-62.6% | $1,924-86.0% | $1,974-86.4% |
| Participant deferral / active EE | $1,775 | $1,974-10.1% | $2,794-36.5% | $3,061-42.0% |
| Admin fee / account holder | $38 | $101-62.0% | $4,815-99.2% | $95-59.4% |