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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $5,713 |
Filed as: MASS MUTUAL Service code 27 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Advisory (Plan) | $4,678 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $1,404 |
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).
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 | $8,561 | $65,582-86.9% | $64,099-86.6% | $71,495-88.0% |
| Participation rate | 92.2% | 73.2%+19.0pp | 72.3%+19.9pp | 67.9%+24.3pp |
| Annual return | 24.45% | 18.96%+5.5pp | 33.70%-9.3pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,620 | $2,671-39.3% | $2,748-41.0% | $2,589-37.4% |
| Participant deferral / active EE | $1,961 | $3,628-46.0% | $3,881-49.5% | $4,291-54.3% |
| Admin fee / account holder | $83 | $616-86.5% | $3,070-97.3% | $1,588-94.8% |