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| Provider | Service type | Compensation |
|---|---|---|
BPAS2 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 25 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Directed Trustee | $11,448 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $4,312 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,940 | $61,166-49.4% | $185,849-83.4% | $79,391-61.0% |
| Participation rate | 97.7% | 66.6%+31.1pp | 81.7%+16.0pp | 70.7%+27.0pp |
| Annual return | 10.22% | 19.45%-9.2pp | 122.10%-111.9pp | 116.88%-106.7pp |
| Employer contribution / active EE | $1,289 | $2,321-44.5% | $5,169-75.1% | $2,428-46.9% |
| Participant deferral / active EE | $2,287 | $2,789-18.0% | $5,569-58.9% | $4,046-43.5% |
| Admin fee / account holder | $79 | $710-88.8% | $16,244-99.5% | $627-87.4% |