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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $2,567 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $1,650 |
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.
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 | $11,765 | $40,479-70.9% | $78,210-85.0% | $62,293-81.1% |
| Participation rate | 81.0% | 54.6%+26.4pp | 68.7%+12.2pp | 69.5%+11.4pp |
| Annual return | 13.15% | 66.31%-53.2pp | 40.90%-27.8pp | 28.90%-15.7pp |
| Employer contribution / active EE | $326 | $1,024-68.1% | $2,034-83.9% | $2,042-84.0% |
| Participant deferral / active EE | $785 | $1,718-54.3% | $2,823-72.2% | $3,169-75.2% |
| Admin fee / account holder | $47 | $376-87.4% | $3,758-98.7% | $479-90.1% |