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| Provider | Service type | Compensation |
|---|---|---|
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 10 · EIN 66-0795542 | Accounting | $8,633 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 11.73% | 9.42%+2.3pp | 10.03%+1.7pp | 9.29%+2.4pp |
| Employer contribution / active EE | $1,022 | $18,905-94.6% | $38,789-97.4% | $15,168-93.3% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |