Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $13,269 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $10,910 |
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 | $4,110 | $31,388-86.9% | $73,550-94.4% | $62,293-93.4% |
| Participation rate | 87.3% | 39.9%+47.5pp | 54.9%+32.4pp | 69.5%+17.8pp |
| Annual return | 17.78% | 25.34%-7.6pp | -15.16%+32.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $163 | $498-67.2% | $1,219-86.6% | $2,042-92.0% |
| Participant deferral / active EE | $781 | $1,028-24.1% | $1,804-56.7% | $3,169-75.4% |
| Admin fee / account holder | $58 | $299-80.5% | $2,320-97.5% | $479-87.8% |