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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $19,553 |
FINANXIAL, CORP.1+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $8,720 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $25 |
Filed as: BENEFIT CONSULTING GROUP OF PR Service code 21 URB BALDRICH · SAN JUAN, PR 00918 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,117 | $31,810-80.8% | $64,105-90.5% | $59,188-89.7% |
| Participation rate | 28.6% | 57.7%-29.1pp | 68.2%-39.6pp | 69.4%-40.8pp |
| Annual return | -1.58% | 9.41%-11.0pp | 791.24%-792.8pp | 5.51%-7.1pp |
| Employer contribution / active EE | $92 | $659-86.0% | $1,820-94.9% | $2,098-95.6% |
| Participant deferral / active EE | $233 | $1,582-85.3% | $2,822-91.8% | $3,265-92.9% |
| Admin fee / account holder | $67 | $57+18.1% | $4,499-98.5% | $92-27.2% |