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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $8,110 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,073 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,571 | $46,599-51.6% | $64,101-64.8% | $75,173-70.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.74% | 26.06%-11.3pp | 33.72%-19.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $484 | $1,975-75.5% | $2,749-82.4% | $2,671-81.9% |
| Participant deferral / active EE | $1,147 | $2,837-59.6% | $3,881-70.4% | $4,126-72.2% |
| Admin fee / account holder | $135 | $2,956-95.4% | $3,070-95.6% | $5,651-97.6% |