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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $4,669 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $3,190 |
BPAS1 year Filed as: BPAS TRUST CO OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $1,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,789 | $23,385-83.8% | $69,182-94.5% | $57,658-93.4% |
| Participation rate | 87.2% | 37.9%+49.3pp | 55.1%+32.1pp | 70.2%+17.0pp |
| Annual return | 7.81% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $115 | $422-72.8% | $1,206-90.5% | $1,974-94.2% |
| Participant deferral / active EE | $549 | $843-34.9% | $1,897-71.1% | $3,061-82.1% |
| Admin fee / account holder | $21 | $82-74.0% | $2,697-99.2% | $95-77.4% |