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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $55,693 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $28,621 |
BPAS5 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $19,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,642 | $54,193-52.7% | $93,669-72.6% | $77,714-67.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 68.7%+24.6pp | 70.6%+22.7pp |
| Annual return | 15.16% | 30.54%-15.4pp | 133.59%-118.4pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,467 | $1,168+25.6% | $2,424-39.5% | $2,727-46.2% |
| Participant deferral / active EE | $1,504 | $3,144-52.2% | $4,416-65.9% | $4,649-67.6% |
| Admin fee / account holder | $163 | $576-71.6% | $8,291-98.0% | $433-62.3% |