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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $25,996 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Investment Management | $23,411 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,144 | $101,591-47.7% | $147,096-63.9% | $74,429-28.6% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 11.20% | 8746.45%-8735.3pp | 419.75%-408.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $864 | $3,813-77.3% | $4,936-82.5% | $2,625-67.1% |
| Participant deferral / active EE | $1,899 | $7,302-74.0% | $8,071-76.5% | $4,348-56.3% |
| Admin fee / account holder | $336 | $1,750-80.8% | $13,005-97.4% | $1,944-82.7% |