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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $19,119 |
FINANXIAL, CORP.5+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $1,226 |
BPAS5+ years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,670 | $49,471-64.3% | $79,583-77.8% | $66,949-73.6% |
| Participation rate | 71.5% | 61.4%+10.1pp | 69.5%+2.0pp | 69.8%+1.7pp |
| Annual return | -14.28% | 84.30%-98.6pp | 0.16%-14.4pp | 1.57%-15.9pp |
| Employer contribution / active EE | $498 | $1,266-60.7% | $2,414-79.4% | $2,545-80.4% |
| Participant deferral / active EE | $2,825 | $3,160-10.6% | $3,986-29.1% | $4,239-33.4% |
| Admin fee / account holder | $97 | $595-83.7% | $6,835-98.6% | $594-83.7% |