Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $17,604 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $4,896 |
BPAS1 year Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $3,430 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,593 | $64,286-54.0% | $90,970-67.5% | $73,412-59.7% |
| Participation rate | 69.6% | 63.6%+6.0pp | 69.0%+0.6pp | 72.2%-2.6pp |
| Annual return | 15.02% | 21.46%-6.4pp | 134.60%-119.6pp | 59.30%-44.3pp |
| Employer contribution / active EE | $920 | $895+2.9% | $2,122-56.6% | $2,234-58.8% |
| Participant deferral / active EE | $986 | $2,453-59.8% | $3,373-70.8% | $3,806-74.1% |
| Admin fee / account holder | $77 | $287-73.0% | $5,961-98.7% | $158-50.9% |