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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,476 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,871 | $89,364-42.0% | $141,177-63.3% | $72,983-28.9% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 19.76% | 111.86%-92.1pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,286 | $3,115-58.7% | $4,736-72.9% | $2,440-47.3% |
| Participant deferral / active EE | $2,387 | $5,419-56.0% | $6,710-64.4% | $3,608-33.8% |
| Admin fee / account holder | $196 | $5,959-96.7% | $10,263-98.1% | $5,124-96.2% |