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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $2,738 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $518 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,778 | $72,177-36.6% | $115,038-60.2% | $59,633-23.2% |
| Participation rate | 70.7% | 72.6%-1.8pp | 81.4%-10.6pp | 68.7%+2.1pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $92 | $2,841-96.8% | $4,608-98.0% | $2,203-95.8% |
| Participant deferral / active EE | $5,132 | $4,783+7.3% | $6,026-14.8% | $3,192+60.8% |
| Admin fee / account holder | $27 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |