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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $13,147 |
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $9,571 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,795 | $28,109-86.5% | $71,089-94.7% | $56,289-93.3% |
| Participation rate | 88.1% | 40.4%+47.7pp | 54.6%+33.5pp | 69.9%+18.3pp |
| Annual return | -7.51% | -615.05%+607.5pp | 650.65%-658.2pp | -9.96%+2.4pp |
| Employer contribution / active EE | $129 | $558-76.8% | $1,088-88.1% | $2,111-93.9% |
| Participant deferral / active EE | $678 | $1,116-39.2% | $1,873-63.8% | $3,350-79.8% |
| Admin fee / account holder | $63 | $585-89.3% | $3,082-98.0% | $521-88.0% |