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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,843 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $3,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,438 | $35,485-42.4% | $74,551-72.6% | $55,725-63.3% |
| Participation rate | 76.8% | 62.5%+14.3pp | 69.1%+7.7pp | 70.9%+5.9pp |
| Annual return | -1.62% | 0.72%-2.3pp | 32.53%-34.2pp | 244.93%-246.5pp |
| Employer contribution / active EE | $665 | $777-14.5% | $1,961-66.1% | $2,078-68.0% |
| Participant deferral / active EE | $1,157 | $2,181-46.9% | $3,108-62.8% | $3,356-65.5% |
| Admin fee / account holder | $26 | $114-77.3% | $5,059-99.5% | $115-77.5% |