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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 13 · EIN 66-0532499 250 MUNOZ RIVERA AVE · SAN JUAN, PR 00985 | Contract Administrator | $12,108 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,128 |
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 | $15,876 | $37,117-57.2% | $147,617-89.2% | $55,191-71.2% |
| Participation rate | 99.4% | 63.6%+35.8pp | 84.6%+14.8pp | 69.2%+30.2pp |
| Annual return | 1.33% | 3.44%-2.1pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $495 | $1,620-69.4% | $5,564-91.1% | $1,899-73.9% |
| Participant deferral / active EE | $1,210 | $1,985-39.0% | $4,895-75.3% | $3,046-60.3% |
| Admin fee / account holder | $17 | $86-79.8% | $11,612-99.9% | $91-81.0% |