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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $2,729 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,122 |
Annual investment return 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 | $50,963 | $76,551-33.4% | $123,894-58.9% | $62,881-19.0% |
| Participation rate | 77.1% | 73.0%+4.2pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 3.67% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,883 | $2,882-34.7% | $4,617-59.2% | $2,281-17.4% |
| Participant deferral / active EE | $5,695 | $4,840+17.7% | $5,984-4.8% | $3,203+77.8% |
| Admin fee / account holder | $32 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |