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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $9,128 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $4,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,530 | $40,174-38.9% | $84,021-70.8% | $67,579-63.7% |
| Participation rate | 75.3% | 62.7%+12.6pp | 69.0%+6.3pp | 71.3%+4.0pp |
| Annual return | 18.12% | 25.82%-7.7pp | 71.32%-53.2pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,057 | $808+30.8% | $1,984-46.7% | $2,148-50.8% |
| Participant deferral / active EE | $1,076 | $2,301-53.2% | $3,239-66.8% | $3,539-69.6% |
| Admin fee / account holder | $34 | $128-73.9% | $6,102-99.5% | $142-76.5% |