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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $241 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,655 | $48,064-84.1% | $78,778-90.3% | $69,631-89.0% |
| Participation rate | 79.9% | 61.6%+18.3pp | 69.2%+10.7pp | 70.7%+9.2pp |
| Annual return | 16.14% | 21.81%-5.7pp | 35.62%-19.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $245 | $744-67.1% | $1,986-87.7% | $2,032-88.0% |
| Participant deferral / active EE | $378 | $2,079-81.8% | $2,958-87.2% | $3,224-88.3% |
| Admin fee / account holder | $1 | $152-99.3% | $5,134-100.0% | $110-99.0% |