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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 16-1503696 | Securities Custodian | $393 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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.
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 | $21,951 | $46,072-52.4% | $69,779-68.5% | $55,167-60.2% |
| Participation rate | 96.1% | 67.5%+28.7pp | 71.8%+24.3pp | 69.0%+27.1pp |
| Annual return | 4.59% | 8.68%-4.1pp | 12.99%-8.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $776 | $1,500-48.3% | $2,338-66.8% | $1,963-60.5% |
| Participant deferral / active EE | $2,470 | $2,344+5.4% | $2,931-15.7% | $3,054-19.1% |
| Admin fee / account holder | $2 | $428-99.5% | $4,381-100.0% | $504-99.6% |