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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $10,263 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $4,780 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,543 | $37,044-55.3% | $71,796-77.0% | $57,658-71.3% |
| Participation rate | 79.7% | 61.1%+18.6pp | 69.1%+10.6pp | 70.2%+9.5pp |
| Annual return | 6.74% | 12.64%-5.9pp | 78.04%-71.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $454 | $720-37.0% | $1,924-76.4% | $1,974-77.0% |
| Participant deferral / active EE | $952 | $1,974-51.8% | $2,794-65.9% | $3,061-68.9% |
| Admin fee / account holder | $34 | $101-66.3% | $4,815-99.3% | $95-64.0% |