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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $3,724 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 65-0532499 | Bank Trustee | $2,225 |
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.
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 | $28,866 | $54,757-47.3% | $90,304-68.0% | $72,975-60.4% |
| Participation rate | 90.8% | 65.2%+25.7pp | 73.3%+17.5pp | 69.5%+21.3pp |
| Annual return | 14.58% | 30.63%-16.1pp | 78.13%-63.6pp | 81.01%-66.4pp |
| Employer contribution / active EE | $1,287 | $2,093-38.5% | $2,855-54.9% | $2,440-47.3% |
| Participant deferral / active EE | $2,879 | $2,887-0.3% | $3,885-25.9% | $3,608-20.2% |
| Admin fee / account holder | $53 | $3,973-98.7% | $5,354-99.0% | $5,124-99.0% |