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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 16-1503696 | Securities Custodian | $435 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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 | $28,271 | $50,385-43.9% | $75,501-62.6% | $62,293-54.6% |
| Participation rate | 94.7% | 67.7%+27.0pp | 72.4%+22.3pp | 69.5%+25.2pp |
| Annual return | 17.82% | 19.90%-2.1pp | 27.35%-9.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $825 | $1,537-46.3% | $2,352-64.9% | $2,042-59.6% |
| Participant deferral / active EE | $2,710 | $2,445+10.8% | $3,142-13.8% | $3,169-14.5% |
| Admin fee / account holder | $2 | $384-99.4% | $5,801-100.0% | $479-99.5% |