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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $15,002 |
FINANXIAL, CORP.3+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $972 |
BPAS3+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Employer contribution per participant 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).
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 | $18,425 | $54,573-66.2% | $90,970-79.7% | $73,497-74.9% |
| Participation rate | 75.4% | 61.2%+14.3pp | 69.0%+6.4pp | 70.7%+4.8pp |
| Annual return | 11.78% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $173 | $991-82.5% | $2,122-91.8% | $2,270-92.4% |
| Participant deferral / active EE | $1,953 | $2,517-22.4% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $96 | $521-81.5% | $5,961-98.4% | $513-81.2% |