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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $9,253 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $4,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,360 | $48,064-57.6% | $78,778-74.2% | $69,631-70.8% |
| Participation rate | 76.8% | 61.6%+15.3pp | 69.2%+7.6pp | 70.7%+6.1pp |
| Annual return | 14.36% | 21.81%-7.5pp | 35.62%-21.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $450 | $744-39.4% | $1,986-77.3% | $2,032-77.8% |
| Participant deferral / active EE | $936 | $2,079-55.0% | $2,958-68.4% | $3,224-71.0% |
| Admin fee / account holder | $32 | $152-78.8% | $5,134-99.4% | $110-70.8% |