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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $13,127 |
KOVACK SECURITIES INC5 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $11,827 |
BPAS6 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,958 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,768 | $26,549-82.0% | $61,501-92.2% | $66,949-92.9% |
| Participation rate | 90.7% | 38.1%+52.6pp | 52.6%+38.1pp | 69.8%+20.9pp |
| Annual return | -18.62% | -16.21%-2.4pp | 339.04%-357.7pp | 1.57%-20.2pp |
| Employer contribution / active EE | $128 | $651-80.3% | $1,160-88.9% | $2,545-95.0% |
| Participant deferral / active EE | $762 | $1,338-43.1% | $2,125-64.2% | $4,239-82.0% |
| Admin fee / account holder | $68 | $409-83.3% | $2,132-96.8% | $594-88.5% |