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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $56,417 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $19,899 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,043 | $22,291-72.9% | $69,182-91.3% | $63,975-90.6% |
| Participation rate | 85.4% | 35.3%+50.1pp | 55.1%+30.3pp | 71.1%+14.3pp |
| Annual return | 8.62% | 9.30%-0.7pp | -21.93%+30.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $318 | $325-2.3% | $1,206-73.7% | $2,182-85.4% |
| Participant deferral / active EE | $476 | $808-41.0% | $1,897-74.9% | $3,356-85.8% |
| Admin fee / account holder | $34 | $73-53.1% | $2,697-98.7% | $70-51.4% |