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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $3,272 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $198 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,617 | $33,745-80.4% | $64,105-89.7% | $55,191-88.0% |
| Participation rate | 80.0% | 59.4%+20.6pp | 68.2%+11.8pp | 69.2%+10.8pp |
| Annual return | 0.12% | 4.95%-4.8pp | 791.24%-791.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $221 | $641-65.5% | $1,820-87.8% | $1,899-88.4% |
| Participant deferral / active EE | $333 | $1,929-82.8% | $2,822-88.2% | $3,046-89.1% |
| Admin fee / account holder | $17 | $94-82.1% | $4,499-99.6% | $91-81.4% |