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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $878 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $58 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,043 | $76,551-16.3% | $123,894-48.3% | $62,881+1.8% |
| Participation rate | 65.2% | 73.0%-7.8pp | 81.4%-16.2pp | 69.3%-4.1pp |
| Annual return | 4.32% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,477 | $2,882-48.8% | $4,617-68.0% | $2,281-35.3% |
| Participant deferral / active EE | $2,638 | $4,840-45.5% | $5,984-55.9% | $3,203-17.6% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |