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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $16,506 |
KOVACK SECURITIES INC3 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $10,546 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $5,068 | $35,986-85.9% | $77,552-93.5% | $73,497-93.1% |
| Participation rate | 83.3% | 40.8%+42.5pp | 54.2%+29.1pp | 70.7%+12.7pp |
| Annual return | 10.51% | 19.26%-8.7pp | 54.82%-44.3pp | 28.51%-18.0pp |
| Employer contribution / active EE | $112 | $557-79.9% | $987-88.7% | $2,270-95.1% |
| Participant deferral / active EE | $684 | $1,198-42.9% | $1,861-63.3% | $3,740-81.7% |
| Admin fee / account holder | $79 | $466-83.0% | $2,859-97.2% | $513-84.6% |