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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $23,014 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,693 |
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 | $58,425 | $98,760-40.8% | $149,715-61.0% | $79,858-26.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.66%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,284 | $3,217-60.1% | $4,645-72.4% | $2,471-48.0% |
| Participant deferral / active EE | $2,521 | $5,681-55.6% | $6,842-63.1% | $3,740-32.6% |
| Admin fee / account holder | $172 | $6,053-97.2% | $9,310-98.2% | $5,306-96.8% |