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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $8,706 |
BPAS4 years Filed as: BPAS TRUST CO OF PUERTO RICO Service code 19 · EIN 66-0795542 1225 PONCE DE LEON AVE · SAN JUAN, PR 00907 | Securities Custodian | $8,356 |
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 | $33,803 | $61,356-44.9% | $149,696-77.4% | $71,511-52.7% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 16.83% | 35.86%-19.0pp | 134.46%-117.6pp | 28.86%-12.0pp |
| Employer contribution / active EE | $1,922 | $2,382-19.3% | $4,821-60.1% | $2,589-25.8% |
| Participant deferral / active EE | $3,001 | $2,920+2.8% | $5,682-47.2% | $4,291-30.1% |
| Admin fee / account holder | $113 | $1,263-91.1% | $13,212-99.1% | $1,588-92.9% |