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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $905 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $50 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,653 | $85,766-37.4% | $136,298-60.6% | $70,126-23.5% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 14.55% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,501 | $2,966-49.4% | $4,696-68.0% | $2,343-35.9% |
| Participant deferral / active EE | $2,595 | $5,051-48.6% | $6,247-58.5% | $3,332-22.1% |
| Admin fee / account holder | $8 | $5,421-99.9% | $9,244-99.9% | $4,645-99.8% |