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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 | $34,046 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $24,426 |
Annual investment return 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).
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 | $5,277 | $21,965-76.0% | $59,496-91.1% | $59,188-91.1% |
| Participation rate | 84.7% | 32.6%+52.1pp | 54.6%+30.1pp | 69.4%+15.3pp |
| Annual return | -2.76% | 22.15%-24.9pp | 182.05%-184.8pp | 5.51%-8.3pp |
| Employer contribution / active EE | $307 | $316-2.9% | $1,153-73.3% | $2,098-85.4% |
| Participant deferral / active EE | $459 | $732-37.3% | $1,829-74.9% | $3,265-85.9% |
| Admin fee / account holder | $36 | $74-51.7% | $2,232-98.4% | $92-61.0% |