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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-2356441 | Recordkeeping | $22,444 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $19,218 |
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 | $7,159 | $25,165-71.5% | $73,550-90.3% | $77,958-90.8% |
| Participation rate | 81.7% | 36.6%+45.1pp | 54.9%+26.8pp | 71.6%+10.0pp |
| Annual return | 18.36% | 18.12%+0.2pp | -15.16%+33.5pp | 20.87%-2.5pp |
| Employer contribution / active EE | $333 | $395-15.7% | $1,219-72.7% | $2,310-85.6% |
| Participant deferral / active EE | $519 | $898-42.2% | $1,804-71.3% | $3,537-85.3% |
| Admin fee / account holder | $25 | $76-66.9% | $2,320-98.9% | $97-74.2% |