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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,780 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $1,375 |
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 | $9,043 | $32,865-72.5% | $75,826-88.1% | $56,287-83.9% |
| Participation rate | 72.3% | 53.0%+19.4pp | 68.2%+4.1pp | 69.9%+2.5pp |
| Annual return | -3.32% | -5.01%+1.7pp | 1914.15%-1917.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $326 | $891-63.4% | $1,913-83.0% | $2,111-84.6% |
| Participant deferral / active EE | $867 | $1,683-48.5% | $2,862-69.7% | $3,350-74.1% |
| Admin fee / account holder | $37 | $185-80.1% | $4,726-99.2% | $521-93.0% |