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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $91,685 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,900 | $54,890-51.0% | $63,517-57.6% | $59,188-54.6% |
| Participation rate | 60.2% | 75.6%-15.4pp | 71.0%-10.8pp | 69.4%-9.2pp |
| Annual return | -0.11% | 4.56%-4.7pp | -70.30%+70.2pp | 5.51%-5.6pp |
| Employer contribution / active EE | $493 | $1,831-73.1% | $2,322-78.8% | $2,098-76.5% |
| Participant deferral / active EE | $1,181 | $2,803-57.9% | $2,953-60.0% | $3,265-63.8% |
| Admin fee / account holder | $106 | $66+59.5% | $5,892-98.2% | $92+14.4% |