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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $2,988 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $1,950 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,199 | $36,694-74.9% | $40,145,923-100.0% | $55,167-83.3% |
| Participation rate | 80.5% | 57.2%+23.4pp | 68.4%+12.1pp | 69.0%+11.5pp |
| Annual return | 4.64% | 10.16%-5.5pp | 5.24%-0.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $303 | $1,135-73.3% | $1,844-83.6% | $1,963-84.6% |
| Participant deferral / active EE | $685 | $1,679-59.2% | $2,591-73.6% | $3,054-77.6% |
| Admin fee / account holder | $51 | $175-71.0% | $2,903-98.2% | $504-89.9% |