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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $360 |
UBS FINANCIAL SERVICES INC5+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,174 | $60,795-66.8% | $69,483-71.0% | $65,186-69.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 16.89% | 17.46%-0.6pp | 28.99%-12.1pp | 29.39%-12.5pp |
| Employer contribution / active EE | $461 | $2,452-81.2% | $2,780-83.4% | $2,177-78.8% |
| Participant deferral / active EE | $840 | $3,162-73.4% | $3,537-76.2% | $3,514-76.1% |
| Admin fee / account holder | $3 | $314-99.0% | $3,841-99.9% | $847-99.6% |