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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $49,891 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $23,377 |
BPAS4 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 19 · EIN 66-0795542 | Securities Custodian | $16,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,137 | $53,165-54.6% | $86,216-72.0% | $74,460-67.6% |
| Participation rate | 92.1% | 64.9%+27.3pp | 69.0%+23.1pp | 70.7%+21.4pp |
| Annual return | 12.34% | 22.64%-10.3pp | 1169.42%-1157.1pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,371 | $1,210+13.3% | $2,382-42.4% | $2,638-48.0% |
| Participant deferral / active EE | $1,443 | $3,234-55.4% | $3,986-63.8% | $4,530-68.1% |
| Admin fee / account holder | $157 | $551-71.6% | $6,853-97.7% | $348-55.0% |