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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $83,994 |
CRUZ & URRUTIA CPA LLC2 years Service code 10 PMB 725 · SAN JUAN, PR 009266023 | Accounting | $7,311 |
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 | $24,610 | $55,527-55.7% | $81,783-69.9% | $199,768-87.7% |
| Participation rate | 94.2% | 62.7%+31.5pp | 72.4%+21.9pp | 72.0%+22.2pp |
| Annual return | 15.28% | 19.58%-4.3pp | 775.05%-759.8pp | 34.26%-19.0pp |
| Employer contribution / active EE | $1,370 | $2,111-35.1% | $2,913-53.0% | $3,037-54.9% |
| Participant deferral / active EE | $1,887 | $3,296-42.8% | $4,320-56.3% | $5,090-62.9% |
| Admin fee / account holder | $36 | $347-89.7% | $7,380-99.5% | $269-86.7% |