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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $24,241 |
FINANXIAL, CORP.3+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $713 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,155 | $48,064-64.3% | $78,778-78.2% | $69,631-75.4% |
| Participation rate | 85.6% | 61.6%+24.0pp | 69.2%+16.4pp | 70.7%+14.9pp |
| Annual return | 12.81% | 21.81%-9.0pp | 35.62%-22.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $276 | $744-62.9% | $1,986-86.1% | $2,032-86.4% |
| Participant deferral / active EE | $1,839 | $2,079-11.5% | $2,958-37.8% | $3,224-42.9% |
| Admin fee / account holder | $53 | $152-65.2% | $5,134-99.0% | $110-52.1% |