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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 16-1503696 | Securities Custodian | $530 |
UBS FINANCIAL SERVICES INC4+ 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 | $26,084 | $43,504-40.0% | $68,612-62.0% | $56,289-53.7% |
| Participation rate | 97.3% | 67.8%+29.5pp | 72.2%+25.1pp | 69.9%+27.5pp |
| Annual return | -5.55% | -3.15%-2.4pp | -4.63%-0.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $837 | $1,525-45.1% | $2,625-68.1% | $2,111-60.4% |
| Participant deferral / active EE | $2,929 | $2,509+16.8% | $3,311-11.5% | $3,350-12.6% |
| Admin fee / account holder | $3 | $515-99.5% | $5,131-100.0% | $521-99.5% |