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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $43,343 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $23,074 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $16,081 |
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 | $29,530 | $50,956-42.0% | $96,575-69.4% | $86,813-66.0% |
| Participation rate | 92.4% | 65.2%+27.2pp | 69.8%+22.6pp | 72.3%+20.1pp |
| Annual return | 15.26% | 21.27%-6.0pp | 37.79%-22.5pp | 97.93%-82.7pp |
| Employer contribution / active EE | $1,482 | $1,111+33.5% | $2,357-37.1% | $2,406-38.4% |
| Participant deferral / active EE | $1,572 | $2,954-46.8% | $3,849-59.1% | $4,131-61.9% |
| Admin fee / account holder | $182 | $166+9.7% | $6,182-97.1% | $170+7.4% |