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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $391 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPNAY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $23,204 | $57,976-60.0% | $63,018-63.2% | $62,293-62.7% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 13.30% | 17.54%-4.2pp | 87.62%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $445 | $2,415-81.6% | $2,761-83.9% | $2,042-78.2% |
| Participant deferral / active EE | $764 | $2,956-74.2% | $3,330-77.1% | $3,169-75.9% |
| Admin fee / account holder | $3 | $276-98.9% | $3,601-99.9% | $479-99.4% |