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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $14,568 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Investment Management | $5,003 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $2,655 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $1,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,392 | $54,355-44.1% | $82,744-63.3% | $68,486-55.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -11.73% | -13.67%+1.9pp | 702.22%-713.9pp | -7.85%-3.9pp |
| Employer contribution / active EE | $1,243 | $2,219-44.0% | $3,008-58.7% | $2,597-52.1% |
| Participant deferral / active EE | $3,356 | $3,246+3.4% | $4,395-23.6% | $4,028-16.7% |
| Admin fee / account holder | $247 | $4,397-94.4% | $5,325-95.4% | $5,404-95.4% |