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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $25,631 |
FINANXIAL, CORP.3+ years Service code 27 · EIN 66-0591759 | Advisory (Plan) | $801 |
BPAS3+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
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 | $25,768 | $55,230-53.3% | $79,580-67.6% | - |
| Participation rate | 86.3% | 62.4%+24.0pp | 69.5%+16.9pp | - |
| Annual return | -12.20% | -17.05%+4.9pp | 0.15%-12.4pp | - |
| Employer contribution / active EE | $856 | $1,304-34.4% | $2,413-64.5% | - |
| Participant deferral / active EE | $4,069 | $2,804+45.1% | $3,985+2.1% | - |
| Admin fee / account holder | $76 | $7,320-99.0% | $6,835-98.9% | - |