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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $4,017 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 65-0532499 | Bank Trustee | $2,510 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,423 | $43,423-43.8% | $78,676-69.0% | $55,167-55.7% |
| Participation rate | 86.3% | 68.0%+18.3pp | 73.6%+12.7pp | 69.0%+17.3pp |
| Annual return | 4.26% | 11.53%-7.3pp | 62.19%-57.9pp | 169.23%-165.0pp |
| Employer contribution / active EE | $945 | $1,997-52.6% | $2,850-66.8% | $1,963-51.8% |
| Participant deferral / active EE | $1,786 | $2,509-28.8% | $3,517-49.2% | $3,054-41.5% |
| Admin fee / account holder | $55 | $416-86.7% | $4,510-98.8% | $504-89.0% |