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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $17,849 |
BPAS3 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 | $9,160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,264 | $65,125-64.3% | $143,797-83.8% | $66,949-65.3% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -16.76% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,496 | $2,362-36.7% | $4,952-69.8% | $2,545-41.2% |
| Participant deferral / active EE | $2,220 | $2,920-24.0% | $5,638-60.6% | $4,239-47.6% |
| Admin fee / account holder | $142 | $503-71.7% | $14,679-99.0% | $594-76.0% |