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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $112,026 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.3%-47.3pp |
| Annual return | 21.19% | 9.46%+11.7pp | 239.57%-218.4pp | 12.16%+9.0pp |
| Employer contribution / active EE | $59,143 | $52,068+13.6% | $43,837+34.9% | $44,747+32.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |