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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $75,658 |
BPAS1+ years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,010 | $91,474-45.3% | $135,982-63.2% | $71,529-30.1% |
| Participation rate | 78.4% | 75.7%+2.7pp | 81.9%-3.5pp | 67.9%+10.4pp |
| Annual return | 19.22% | 29.89%-10.7pp | 68.32%-49.1pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,466 | $3,705-60.4% | $4,859-69.8% | $2,590-43.4% |
| Participant deferral / active EE | $3,453 | $7,095-51.3% | $7,760-55.5% | $4,291-19.5% |
| Admin fee / account holder | $194 | $1,267-84.7% | $10,767-98.2% | $1,588-87.8% |