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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $3,068 |
Filed as: MASS MUTUAL Service code 27 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Advisory (Plan) | $2,817 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $845 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,432 | $60,989-91.1% | $60,906-91.1% | $66,938-91.9% |
| Participation rate | 84.9% | 74.5%+10.4pp | 73.1%+11.8pp | 69.8%+15.1pp |
| Annual return | -14.50% | -9.60%-4.9pp | 16.94%-31.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,279 | $2,661-51.9% | $2,703-52.7% | $2,545-49.7% |
| Participant deferral / active EE | $1,330 | $3,615-63.2% | $3,814-65.1% | $4,238-68.6% |
| Admin fee / account holder | $51 | $338-84.8% | $3,227-98.4% | $594-91.3% |