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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $55,158 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $22,561 |
BPAS3 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $15,784 |
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 | $22,354 | $42,367-47.2% | $79,580-71.9% | $64,819-65.5% |
| Participation rate | 90.3% | 64.7%+25.5pp | 69.5%+20.8pp | 71.5%+18.8pp |
| Annual return | -14.13% | -12.23%-1.9pp | 0.15%-14.3pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,405 | $1,181+19.0% | $2,413-41.8% | $2,507-44.0% |
| Participant deferral / active EE | $1,475 | $3,170-53.5% | $3,985-63.0% | $4,311-65.8% |
| Admin fee / account holder | $181 | $160+13.1% | $6,835-97.4% | $188-3.9% |