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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.2+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $17,101 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $7,528 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,756 |
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.
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).
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 | $6,662 | $33,232-80.0% | $71,796-90.7% | $63,975-89.6% |
| Participation rate | 31.7% | 60.1%-28.4pp | 69.1%-37.4pp | 71.1%-39.4pp |
| Annual return | 6.75% | 11.99%-5.2pp | 78.04%-71.3pp | 48.65%-41.9pp |
| Employer contribution / active EE | $99 | $723-86.3% | $1,924-94.9% | $2,182-95.5% |
| Participant deferral / active EE | $248 | $1,604-84.6% | $2,794-91.1% | $3,356-92.6% |
| Admin fee / account holder | $68 | $63+7.5% | $4,815-98.6% | $70-3.1% |