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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $19,280 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,053 | $59,535+5.9% | $90,161-30.1% | $62,293+1.2% |
| Participation rate | 90.4% | 73.0%+17.3pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | -41.51% | 23.53%-65.0pp | 34.89%-76.4pp | 28.90%-70.4pp |
| Employer contribution / active EE | $1,642 | $1,826-10.1% | $3,318-50.5% | $2,042-19.6% |
| Participant deferral / active EE | $5,782 | $4,639+24.7% | $5,287+9.4% | $3,169+82.5% |
| Admin fee / account holder | $187 | $337-44.4% | $5,943-96.9% | $479-60.9% |