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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTARTION SERVIC Service code 15 · EIN 16-1503696 | Recordkeeping | $75,767 |
FINANXIAL, CORP.6 years Filed as: FINAXIAL CORP Service code 16 · EIN 66-0591759 | Consulting | $39,228 |
Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $11,360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,849 | $48,744-90.1% | $93,727-94.8% | $200,096-97.6% |
| Participation rate | 97.0% | 63.7%+33.3pp | 68.7%+28.3pp | 72.0%+25.0pp |
| Annual return | 12.02% | 15.36%-3.3pp | 133.83%-121.8pp | 34.26%-22.2pp |
| Employer contribution / active EE | $267 | $1,140-76.6% | $2,421-89.0% | $3,038-91.2% |
| Participant deferral / active EE | $664 | $2,825-76.5% | $4,417-85.0% | $5,090-86.9% |
| Admin fee / account holder | $73 | $195-62.8% | $8,292-99.1% | $269-73.0% |