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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $564 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,808 | $32,037-53.8% | $69,182-78.6% | $62,881-76.5% |
| Participation rate | 60.5% | 43.4%+17.1pp | 55.1%+5.4pp | 69.3%-8.8pp |
| Annual return | 5.38% | 15.16%-9.8pp | -21.93%+27.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $411 | $679-39.4% | $1,206-65.9% | $2,281-82.0% |
| Participant deferral / active EE | $911 | $1,185-23.1% | $1,897-52.0% | $3,203-71.6% |
| Admin fee / account holder | $8 | $2,608-99.7% | $2,697-99.7% | $4,296-99.8% |