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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $8,175 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $3,460 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,406 | $33,745-54.3% | $64,105-76.0% | $55,191-72.1% |
| Participation rate | 78.6% | 59.4%+19.3pp | 68.2%+10.5pp | 69.2%+9.5pp |
| Annual return | -1.47% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $434 | $641-32.2% | $1,820-76.1% | $1,899-77.1% |
| Participant deferral / active EE | $868 | $1,929-55.0% | $2,822-69.2% | $3,046-71.5% |
| Admin fee / account holder | $27 | $94-71.0% | $4,499-99.4% | $91-69.9% |