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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 18 · EIN 66-0532499 250 AVE MUNOZ RIVERA · HATO REY, PR 00918 | Custodial (other than securities) | $47,419 |
UHY LLP2+ years Filed as: UHY DEL VALLE & NIEVES, PSC Service code 10 · EIN 66-0575454 PO BOX 361863 · SAN JUAN, PR 009361863 | Accounting | $9,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,346-100.0% | $92,239-100.0% | $70,124-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 6.11% | 530.19%-524.1pp | 176.29%-170.2pp | 73.14%-67.0pp |
| Employer contribution / active EE | $316 | $2,471-87.2% | $3,680-91.4% | $2,342-86.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |