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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $13,018 |
KOVACK SECURITIES INC4 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $12,583 |
BPAS5 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,147 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,067 | $39,243-84.5% | $80,784-92.5% | $79,389-92.4% |
| Participation rate | 87.7% | 41.0%+46.6pp | 54.2%+33.5pp | 70.7%+17.0pp |
| Annual return | 12.68% | 98.95%-86.3pp | 87.31%-74.6pp | 116.89%-104.2pp |
| Employer contribution / active EE | $126 | $593-78.8% | $1,160-89.2% | $2,428-94.8% |
| Participant deferral / active EE | $796 | $1,262-36.9% | $2,145-62.9% | $4,046-80.3% |
| Admin fee / account holder | $78 | $647-88.0% | $3,380-97.7% | $626-87.6% |