Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $6,339 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,803 |
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 | $59,221 | $77,817-23.9% | $123,553-52.1% | $64,173-7.7% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.3%-9.3pp | 69.6%+3.4pp |
| Annual return | -3.59% | 12.49%-16.1pp | 119.21%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,121 | $3,014-29.6% | $4,628-54.2% | $2,381-10.9% |
| Participant deferral / active EE | $5,762 | $5,240+10.0% | $6,426-10.3% | $3,470+66.1% |
| Admin fee / account holder | $75 | $5,519-98.6% | $9,284-99.2% | $4,887-98.5% |