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| Provider | Service type | Compensation |
|---|---|---|
FAIRBRIDGE CAPITAL MARKETS, INC.1+ years Filed as: FAIRBRIDGE CAPITAL MARKETS Service code 21 48 CARR 165 ST · GUAYNABO, PR 00968 | Bank Trustee | $14,529 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,403 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $0 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $24,445 | $56,640-56.8% | $78,002-68.7% | $55,167-55.7% |
| Participation rate | 65.5% | 73.3%-7.9pp | 75.5%-10.1pp | 69.0%-3.5pp |
| Annual return | 6.16% | 2868.48%-2862.3pp | 425.99%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $669 | $2,778-75.9% | $3,497-80.9% | $3,054-78.1% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |