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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $451 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPNAY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,232 | $49,255-58.9% | $70,494-71.3% | $79,856-74.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.67% | 30.10%-18.4pp | 109.16%-97.5pp | 31.71%-20.0pp |
| Employer contribution / active EE | $461 | $2,100-78.0% | $2,738-83.1% | $2,471-81.3% |
| Participant deferral / active EE | $877 | $2,768-68.3% | $3,711-76.4% | $3,741-76.6% |
| Admin fee / account holder | $4 | $2,879-99.9% | $3,848-99.9% | $5,306-99.9% |