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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 | Bank Trustee | $120,834 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $331,632-100.0% | $331,632-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 50.0%-50.0pp | 55.9%-55.9pp |
| Annual return | 15.01% | 10.23%+4.8pp | 10.60%+4.4pp | 24.44%-9.4pp |
| Employer contribution / active EE | $134,155 | $49,083+173.3% | $43,831+206.1% | $41,344+224.5% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,013-100.0% |