Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $3,556 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 65-0532499 | Bank Trustee | $1,750 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,169 | $44,873-50.6% | $79,466-72.1% | $56,287-60.6% |
| Participation rate | 90.3% | 68.7%+21.5pp | 73.3%+16.9pp | 69.9%+20.4pp |
| Annual return | -1.71% | 0.81%-2.5pp | 718.28%-720.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,046 | $2,140-51.1% | $2,800-62.7% | $2,111-50.5% |
| Participant deferral / active EE | $2,263 | $2,746-17.6% | $3,704-38.9% | $3,350-32.5% |
| Admin fee / account holder | $46 | $418-89.0% | $5,104-99.1% | $521-91.1% |