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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 16-1503696 | Securities Custodian | $642 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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 | $32,955 | $50,666-35.0% | $76,667-57.0% | $65,186-49.4% |
| Participation rate | 97.8% | 68.8%+29.0pp | 72.1%+25.7pp | 70.2%+27.6pp |
| Annual return | 20.74% | 28.51%-7.8pp | 1166.74%-1146.0pp | 29.39%-8.6pp |
| Employer contribution / active EE | $875 | $1,575-44.4% | $2,303-62.0% | $2,177-59.8% |
| Participant deferral / active EE | $3,076 | $2,647+16.2% | $3,336-7.8% | $3,514-12.5% |
| Admin fee / account holder | $3 | $463-99.3% | $6,423-100.0% | $847-99.6% |