Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $115,957 |
Service code 19 · EIN 66-0561870 POPULAR FIDUCIARY SERVICES 725 PO B · SAN JUAN, PR 00936 | Securities Custodian | $31,762 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $12,584 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 10 · EIN 91-1116938 | Accounting | $8,658 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.88% | 4.01%+0.9pp | 18.87%-14.0pp | 11.88%-7.0pp |
| Employer contribution / active EE | $11,238 | $9,840+14.2% | $19,828-43.3% | $14,612-23.1% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |