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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $5,222 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,868 |
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 | $61,629 | $85,766-28.1% | $136,298-54.8% | $70,126-12.1% |
| Participation rate | 78.5% | 74.2%+4.3pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 11.87% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,109 | $2,966-28.9% | $4,696-55.1% | $2,343-10.0% |
| Participant deferral / active EE | $6,222 | $5,051+23.2% | $6,247-0.4% | $3,332+86.8% |
| Admin fee / account holder | $66 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |