Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $17,773 |
FINANXIAL, CORP.4+ years Service code 26 · EIN 66-0591759 | Advisory (Participants) | $706 |
BPAS3 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 | $16,519 | $42,548-61.2% | $74,551-77.8% | $56,289-70.7% |
| Participation rate | 90.1% | 60.5%+29.6pp | 69.1%+20.9pp | 69.9%+20.2pp |
| Annual return | -31.38% | 12.40%-43.8pp | 32.53%-63.9pp | -9.96%-21.4pp |
| Employer contribution / active EE | $663 | $855-22.4% | $1,961-66.2% | $2,111-68.6% |
| Participant deferral / active EE | $2,874 | $2,277+26.2% | $3,108-7.5% | $3,350-14.2% |
| Admin fee / account holder | $56 | $467-88.0% | $5,059-98.9% | $521-89.3% |