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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $10,871 |
KOVACK SECURITIES INC2 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $10,425 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,607 |
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 | $4,629 | $31,679-85.4% | $74,723-93.8% | $65,186-92.9% |
| Participation rate | 91.2% | 40.4%+50.9pp | 54.5%+36.8pp | 70.2%+21.0pp |
| Annual return | 20.05% | 39.04%-19.0pp | 753.18%-733.1pp | 29.39%-9.3pp |
| Employer contribution / active EE | $137 | $566-75.8% | $1,084-87.4% | $2,177-93.7% |
| Participant deferral / active EE | $753 | $1,191-36.8% | $1,962-61.6% | $3,514-78.6% |
| Admin fee / account holder | $59 | $379-84.5% | $3,335-98.2% | $847-93.1% |